Managing data
Financial tables, user imports and custom data fields
13 articles
- Financial tables vs imported data to show external dataLearn when to use financial tables versus imported data attributes in Performance Leader to effectively display user-specific financial and performance metrics within reviews.
- Import review and RemCom data attributesCreate import fields (Import Field Group) and bulk-import their values for use in reviews and RemCom workflows.
- Import employee data and run HRIS syncBulk-import employee records via CSV or sync them from a connected HR system using Data Utilities.
- Export data and pull user listsExport data from Reviews, Fast Feedback, and Objectives, and download your current and deactivated user lists.
- Review your financial data after importTwo quick ways to check imported financial data — in the managing data view, and by acting as the user to see it exactly as it appears in a review.
- Automate employee data updates with an HRIS integrationConnect your HR system to Performance Leader so employee records update automatically. Covers the API, SQL and SFTP routes, scheduling, how deactivations and duplicate employee IDs are handled, and what…
- Create or update the financial tableUpload financial or metrics data against users, customise financial table row and column headers, and present financial information within reviews.
- View, update or clear financial dataLearn how to view, update and clear financial data for users in Performance Leader.
- Bulk import financial dataLearn how to efficiently bulk import financial data into Performance Leader with our comprehensive step-by-step guide. Save time updating financial information for multiple users at once.
Imported data
Create custom attributes and bulk import data to use in Reviews and Remcom modules
- Show imported data into a review formThis step-by-step guide shows admins how to configure imported data fields in the review builder.
- Create an import attribute or group to hold external dataThis guide will walk you through creating import attributes and field groups to bring external data into Performance Leader reviews.
- Upload or edit imported data against a single userLearn how to manually upload imported data for individual users in Performance Leader.
- Bulk add imported data against multiple usersLearn how to bulk import external data into Performance Leader reviews. Step-by-step guide covering CSV upload, field mapping, validation, and data management for admin users.