You can easily review, add and edit employee data in real-time with Tables. In this article, you'll learn how to modify individual fields, copy and paste large data sets, and import mass updates to your data.
Editing employee data
You can easily edit employee data through Tables with the following steps:
In the Home menu, click Tables, and select the table and view you wish to edit from.
Hover over any cell and click to edit/add information.
Depending on the column, a dropdown will appear that will also give you the option of choosing a previously used values.
Updated fields will be highlighted in yellow. If you would like to revert a single change, click the highlighted field, then click Reset to original option at the bottom of the dashboard.
Changes can be reviewed using the Review tool and clicking Pending changes. Check any data validation failures the system might have found when reviewing your edited data.
To save the changes you have made, click Apply changes.
To remove all changes you have made in a session, click Discard changes.
You can copy and paste data from Tables into other third party tools such as Google Sheets using your device's keyboard shortcuts (CMD+C/CMD+V for Mac, Ctrl+C/Ctrl+V for Windows)
For more information on how to browse, filter and sort your data within Tables, check out our article on organising data with Tables.
Deleting Rows
When editing equipment, time away entries and time away adjustments, you can delete whole rows:
In Tables, click on the row/rows you wish to delete.
Click the Delete button that appears beside your filter and column options in the top righthand corner.
The rows will appear as greyed out on your table. If you made a mistake, you can restore the rows by selecting them and clicking the Restore row option in the bottom right hand corner.
Once you are ready, click Apply changes, then click Confirm and apply changes to delete the rows.
Once the changes have been applied, the rows can not be recovered.
Importing mass updates
Before importing data into Tables, make sure that the column headers in your .csv file match the column headers in Tables. Column headers are not case sensitive.
The following columns act as identifying indicators:
- Work email
- Employee ID
- Personal email
- First name, Last name
The data within these columns allows Humaans to correctly identify the employees you wish to update. You only need to have one of these indicators in your .csv import to allow Tables to correctly identify the employees.
Once the sheet is prepared, you can do the following:
In the Tables dashboard, click the Import button.
Select the file you wish to import, or drag and drop it into the suggested field.
Humaans will read the uploaded CSV and share:
- The employees this import will effect.
- The employees who it cannot read.
- The columns to be updated.
- The columns which will not be updated.
To overwrite and clear existing data with empty cells, select Empty cells should clear existing data.
To create new employees for each unmatched row in your CSV, select New people will be created for each row in your CSV that could not be matched.
Once you are ready, click Confirm and Import.
Once imported, you can still review all the changes before applying them.
Read-only columns
Some columns within the Equipment, Time away entries, and Time away adjustments tabs are read-only. Data within these columns cannot be edited or updated within those tabs. These columns can be added to help provide further context to certain datasets and exports.
Columns within Employment, Offboarding and Basics are read-only in these tabs. The only exception is that the Person column can be edited within the Time away adjustments tab.