FAQ: How can I make modifications to imported data without going to the template, making the changes, and then re-uploading the data?

Employee data can be edited in SimplyMerit under Configuration > Employee Information, where you can various data points for each employee such as name, manager, title, salary, custom fields, and more.

Another method is to do exactly that… go to the uploaded data file (or download it directly from SimplyMerit’s Configuration|Export page if you do not have a current copy), make changes in the data file, and upload it to the system. When SimplyMerit sees another upload of the data, it will add any new employee records it finds, it will apply any data changes coming across in the new upload file, and it will remove any employees with a “term_date” (“Departure Date” for Namely import files). A best practice is to upload only the employee records that are new or need to be changed rather than uploading the entire file again. This will save considerable time for large employee populations.