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Import of decisions within a salary review

This article is intended for admins.

The objective of this feature is to allow you to import the HR decisions collected during the People Review exercise (promotion, mobility, etc.) so that they are visible to managers during their salary review process and thus:

  • make them clearly visible to salary review managers.
  • to assist the managers of salary reviews in formulating more relevant salary proposals,
  • to improve the coherence between the workforce review processes and the salary review.

💡 Note: This feature is only available when the People Review and Remuneration products have been subscribed to.

🧠 Decisions within a salary review campaign

The imported decisions aim to assist managers and administrators in proposing a fair and consistent salary review. They are optional, and a salary review campaign may be initiated without completing the decisions. They are purely informative and have no impact on the budget.

They appear: 

  • in the list of participants,
  • in the individual view of each salary review.

✏️ Prepare the import of decisions (with the People Review product enabled)

1️⃣ Retrieve the data from the People Review

  • Go to People Review > Export > The export will be sent to you by email within a few minutes.
  • Retrieve the file sent by email > Access the first tab "1. People Review results"
  • Optional: Filter the file if you only wish to import certain decisions.

2️⃣ Complete the decision import template.

Download the template: Excel or Google Sheets.

All users have an email.

  • In the data export file from the People Review, copy the emails from the column "Reviewee: Login" to the import file for decisions in column A titled "Reviewee: Login"
  • Copy the desired "Decisions: XXX" columns and paste them into the import file for decisions starting from column B.
  • Download the file in csv or xlsx format.

Some users do not have an email.

  • In the data export file from the People Review, copy the emails from the "Reviewee: Login" column to the import file for decisions in column A titled "Reviewee: Login."
  • Copy the desired "Decision: XXX" columns and paste them into the import file for decisions starting from column B.
  • Download the file in csv or xlsx format.

You will receive a file like this one:

🖍️ Prepare the import of decisions (without the People Review product activated)

Fill in the decision import template.

Download the template: Excel or Google Sheets.

All users have an email.

  • Download your user database from Users > Export.
  • Copy the emails of your users to the import file for decisions in column A titled "Reviewee: Login"
  • Complete the "Decision: XXX" columns by replacing XXX with the name of the decision and then pasting it into each cell of the column.
  • Download the file in csv or xlsx format.

Some users do not have an email.

  • Download your user base from Users > Export.
  • Copy the identifiers (usernames or emails) of your users into the decision import file in column A titled "Reviewee: Login"
  • Complete the columns "Decision: XXX" by replacing XXX with the name of the decision and then pasting it into each cell of the column.
  • Download the file in csv or xlsx format.

You will obtain a file like this:

📲 Import decisions

Step 3 of the salary review setup will allow you to perform this import. 

Click on "Import decisions".

Then drop the prepared file in the modal that has opened. Finalize the import by clicking on "Import."

After the import, it is possible to view the decisions directly at this stage. It is possible to:

  • delete a specific decision by using the trash icon.
  • Delete all decisions via the global action.

💡 Note: It is not possible to directly synchronize decisions from the People Review product to the Salary product. An import is necessary.

⚠️ Attention: Once the campaign is launched, it is not possible to modify the recorded decisions.

Multiple imports

It is possible to import several files consecutively.

  • Each new import will add decisions or update existing decisions,
  • There will be no deletion of decisions or users.
  • The previously imported decisions will remain unchanged unless there is an update on the user.

Error management

Blocking error

If the file has a structural issue (for example: empty file, a missing column, an invalid format), then the import is blocked. A detailed error message is displayed directly in the modal.

Partial errors

If only certain lines are invalid, then the import will not be blocked:

  • The valid lines are imported,
  • Invalid lines are ignored.

An error report is sent by e-mail. Possible errors are:

  • User login (email/username) unknown on Elevo,
  • Decision not recognized on Elevo,
  • User not presented in the entities accessible to the admin,
  • User not present in the campaign,
  • Duplicate decision,
  • Duplicate user.

Import into an ongoing campaign.

If your salary review campaign has already been launched and you wish to import new decisions, please contact our Support team by providing the prepared file in advance (see Preparing the import of decisions).