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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The HR Data Import page (/hr/setup/import) provides a two-track data migration interface — CSV Import and HRIS Connect — with progress tracking across seven data entity types.

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Overview

The page shows a shared progress bar tracking how many of seven entity types have at least one imported record. Two tabs organize the two import methods: CSV Import tab — entity cards for: Employee Roster (links to /hr/people/employees), Pay Rate History, Time Punch History, Credentials & Licenses, Leave Balances, Benefits Enrollments, and COBRA Events. Cards marked done (count > 0) show a success border. Clicking an entity card opens the corresponding import dialog: PayRateImportDialog, TimePunchImportDialog, CredentialImportDialog, LeaveBalanceImportDialog, BenefitsEnrollmentImportDialog, CobraImportDialog. HRIS Connect tab — shows a MigrationStepper with sub-tabs for Connections (ConnectionsTab), Source Explorer (SourceExplorer), Mappings (MappingsTab), and Runs (RunsTab). This page is registered as the HR setup wizard in the module-setup registry.

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Who it’s for

No explicit permission gate on the route itself. The Data Import card within HR Settings is gated by hr.employees.create.

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Before you start

  • Your organization ID must be set in the session context.
  • For HRIS Connect, you need a connection configured first (Connections tab).
  • For CSV imports, obtain the correct CSV template for each entity.

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Steps

  1. Navigate to HR → Settings → Integrations → Data Import, or go directly to /hr/setup/import.
  2. Review the Setup Progress bar to see which entities are populated.
  3. CSV Import: click Import CSV on each entity card and upload the formatted CSV.
  4. HRIS Connect: switch to the HRIS Connect tab, add a connection, configure mappings, then run migration.

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Key concepts

ConceptMeaning
Entity progressMarked complete when at least one record of that type exists
HRIS ConnectDirect database connection to Rippling, Gusto, or another HRIS
Migration runA single execution of the HRIS import pipeline

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/HRDataImportChecklistPage.tsx
  • src/platform/settings/pages/data-migration/components/MigrationStepper.tsx