Updating Managers and Tags after EN Connection is Made

After the Employee Navigator Data Exchange is configured and all employees are in Express Evaluations, manager assignments and tags will need to be assigned to all employees. You have two options to get each employee updated;

• Manually update each employee
• Import census with all updates

Manually Update Each Employee

1. Establish Teams, Departments, and Locations

   • Before manually updating each employee, first identify the Teams, Departments, or locations you will be using inside your organization on Express Evaluations. These tags allow you to group employees together to easily make Evaluation schedule assignments and also group employees together on reports. If you don't plan to include Teams, Departments, or Locations, you can skip this step, otherwise follow the steps on Managing Teams, Department, Location or Job Title.
     • NOTE: Job titles feed over from Employee Navigator, so only make updates/changes to Teams, Departments and Locations.

2. Manually assign each employees to their manager (and Teams, Departments, and Locations if using those tags)

   • From your People page click Actions, then Edit next to each employee, one at a time, to update their profile. 
   • you will then need to assign the employee to each of the following, then click "Save"; 
     1. Manager
     2. Team (if teams are configured)
     3. Department (if departments are configured)
     4. Location (if locations are configured)

Import Census with all Updates

If you would rather work on the assignments on an excel spreadsheet, then upload all changes at once, follow these steps. NOTE: Teams, Departments, and Locations do not need to be created before hand, when you upload the census, the system will create those tags for you, saving you a little more time.

1. From the people page, click on "Export People" to download the full census of all employees.
2. We recommend you clean this report up a little before updating each employee by doing the following;
   1. Remove all Terminated employees (indicated in column N)
   2. Delete the following column Headers
      1. employeeId (Column G)
      2. hireDate (Column H)
      3. jobTitle (Column I)
      4. status (Column M)
   3. update ONLY the following fields
      1. Manager
      2. Team (if teams are configured)
      3. Department (if departments are configured)
      4. Location (if locations are configured)
   4. Once the census is updated, send the file to [e-mail] with the subject line "EN Data Exchange - Censuses to Update manager and tags"