Totara 9 has been updated with changes to HR Import, let's take a look at some of the changes.
It is no longer required to set a user as an HR Import user in Totara 9. Previously, a user would have to be flagged as a HR Import user in their profile, with a checkbox, to instruct Totara to update them.
Empty String Behaviour in CSV
Across the three HR Import Elements: Positions, Organizations, and Users there is a new setting called Empty string behaviour in CSV. This setting will tell Totara how to handle updating a field for a user, position, or organization.
When set to "Empty strings are ignored" empty strings within your CSV file will result in the current value being left.
When set to "Empty strings erase existing data" empty strings within your CSV file will lead to the current value being deleted.
Please note that some fields are required, and some fields utilise a default value. If "Empty strings erase existing data" is selected and you attempt to delete the current value for a required field, the user in the CSV file will be skipped as a value must be provided. If "Empty strings erase existing data" is selected and you delete the current value of a field that utilises a default value, the default value will be used as the current value.
Link Job Assignments
New to Totara 9 are Job Assignments, this feature has replaced the Primary Position assignment for a user. You can find more information about Job Assignments here: <placeholder>link to LLS? Or another KB article?</placeholder>
HR Import has been updated to handle Job Assignments. As with Totara 2.x various fields can be optionally added to your CSV or External Database import to connect a user to a Job Assignment. These fields are:
|jobassignmentfullname||up to 100 characters, space, ampersand, parentheses, forwardslash||Job assignment title.|
|jobassignmentnumber||1-100 characters||Matches valid job assignment number. Null assumed if not provided.|
|jobasignmentstartdate||CSV import date format||Data in the field needs to match the format defined under Location > Location settings > CSV import date format.|
|jobassignmentenddate||CSV import date format||Data in the field needs to match the format defined under Location > Location settings > CSV import date format.|
HR Import has two options for how it will set or connect a Job Assignment(s) to a user. This is because a user can have multiple assignments. The settings is called Link Job Assignments.
If job assignment data is provided in the import, it will be linked to existing job assignment records using this method. If linking to the user's first job assignment, only one job assignment record can be provided in the import for each user.
Note that the first time an import is performed 'using the user's job assignment ID number' setting, this will become permanently set and the setting will be removed from this form. Make sure that you import job assignment ID Numbers by linking 'to the user's first job assignment' before changing this option.