OrgChart Now Help Guide

Import Wizard

Audience

Audience: Administrators

Overview

The Import Wizard guides Administrators users through the process of importing employee data from a Connector of your choice.

Accessing the Import Wizard

To use the Import Wizard in Workbench, you must access the Document menu, and then select the Create option.

The Create a Workbench Document dialog is displayed.

5_2_Workbench_CreateWBDocument.png

Click on the 5_2_Import.png icon.

The list of Data Connectors is displayed.

5_2_ImportWizard-SelectConnector.png

Click on your desired Data Connector.

If you are connecting to an HRIS, click on the Configure button, to enter your account credentials.

Click on the Import button.

The Import Wizard is displayed.

5_2_ImportWizard_Page1.png

Click on the Import Data button, and the Import Wizard will walk you through setup.

Optionally, click on the Sample button, to import pre-constructed sample data for testing.