Use the Adding new employees with a data import article for reference when handling an employee upload. This article will serve as a troubleshooting guide for data uploads.
If your excel import returned any errors that caused the upload to fail, the errors will listed on your screen. It’s worth noting these errors down as they will give an indication of what to fix on your sheet. It's also possible to download the import log which will list all the updates made via the import as well as any errors during the import.
There are two categories of errors that can occur during an import:
|Errors that will cause the import to fail with no data being uploaded.||These errors will be shown on the screen in order to fix the fix the file and attempt another import.|
|Warnings that allow the import to continue.||These warnings are listed on your screen once the import is complete and they will also be listed in the activity log that can be downloaded once the import is complete.|
How to retrieve a list of warnings that allow the import to continue:
- A list of errors will be shown after the import
- An import log can be downloaded once the import is complete
After clicking on Okay, I’m done, it will not be possible to return to the warning log. It is recommended to download the import log file before clicking on Okay, I’m done.
Warnings and errors
Warnings that will not make the import fail
We recommend reviewing the formatting requirements listed in the Adding new employees with a data import article as many warnings and errors can be avoided if the file is formatted correctly.
|No value for column "xx", the row will be skipped||This means that a column is marked as required, and the row doesn’t have a value for it, so it’ll be skipped.|
|No identifier found for row, skipping.||Ensure that an employee Email or Employee ID is present.|
|Column header was not text, skipping.||Make sure that you use text in column headers on Excel.|
|No field found for the column "xx", it will be ignored.||Make sure this column has a matching attribute name on Peakon.|
|No column found for the field "xx", no values will be imported for this field.||This means there’s a (non-required) attribute defined that doesn’t correspond to any column header.|
|No employee found with email, name or employee number xx for attribute Manager.||This means there is no employee record on the sheet or on Peakon matching the manager email address given on the employee record. Add an employee record for the manager to the sheet and re-upload.|
Errors that will make the import fail
|Unable to read Excel file.||Try opening and saving in Excel first.|
|Unable to open workbook.||Make sure your Excel sheet is not password protected.|
|The sheet contains more than the maximum amount of rows (actual limit depends on the attributes).||The error may also be triggered if extraneous rows don’t hold any data, but have had a format or styling applied to them.|
|Multiple sheets found in the workbook.||Only a single sheet may be present.|
|No worksheet found.||Make sure the file was created using Microsoft Excel.|
|The sheet must contain at least a header row and a content row.||Make sure the sheet is not empty.|
|The sheet must contain a "xx" column.||This means a column that is marked as required is not present in the file, causing the import to fail.|
|The sheet must contain one of the identifier columns.||Ensure a column is present containing either an employee “Email” or an “Employee ID”.|
|You cannot remove the identifier for an employee with no email.||This means that Excel sheet attempted to remove an “Employee ID” but as the employee does not have an “Email” this is forbidden.|
|Cannot enable feature on employee before feature is enabled on the company. Please get in contact with your Customer Success Manager or contact firstname.lastname@example.org|
|Your limit of xx employees has been reached.||This means that importing the file would put you over the limit of your current Peakon plan in terms of licences purchased. Please contact email@example.com or get in touch with your Customer Success Manager.|
|The domain xx doesn't match any of your organization domains yy. Please contact firstname.lastname@example.org or your Customer Success Manager to get additional domains added to your account||The domain needs to be added as an allowed domain on the account.|
Here is an example of a failed import:
When does the data become valid?
The data becomes valid immediately, and will start collecting data from the next survey round. If a retroactive effect is required, please refer to Updating employee and segment data with a retroactive effect for instructions.
How to handle accidentally uploaded duplicates?
In instances such as when an employee has changed surname, and, as a result, their email address has been updated, the email address will need to be updated within the already existing employee record.
To ensure you are updating the existing employee record, ensure that the employee ID stays the same, as this is one of the two unique identifiers, which will help the system find a match to an existing employee.
If the same employee ID is not maintained in your data set, the system will treat the new email address as a new employee, and a duplicate of the same record will be created. Whenever a duplicated record is spotted, the best way to go about it would be to ascertain which one is the older record (by looking in the Rounds tab under the employee record in question, for example) and updating the email address of this older record and deleting the newer record.