Allow limited access to HR Import Data for clients

Give clients access to the table to see how many records are uploaded - the ability to download failure/pass reports, see manual uploads, and update notifications.


Do not allow them to change SFTP information, or change the schedule, or upload files.

  • Sarah Anderson
  • Jul 25 2023
  • Reviewed: Voting Open
Client Name All
Employee Name Sarah Anderson
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  • Omoye Agbontaen commented
    September 18, 2023 23:59

    Also for certain clients, like maybe those under 1,000 (or maybe some type formula where clients with smaller employee size) would have a larger percentage allowance for change. Some clients who have a small employee size gets hit with many HR file failures because they hit the 4% change barrier often.

  • Omoye Agbontaen commented
    September 14, 2023 17:35

    I think after they correct their HR file from seeing what's on the HR file report, they should be able to do a manual upload. I have a client that has an exception to access the HR file area and it's been working well for years. After the HR file failure, they fix the file and do a manual upload.

  • Caitlin Rodgers commented
    July 25, 2023 17:08

    This would be a big time saver in correcting HR File failures and cut out a step of Admin Support needing to provide details on the reason for failure.