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isolved Employee Termination Import Process

Updated at March 9th, 2023

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The purpose of this article is to review how to terminate employees in isolved using a file import.


  • Log into isolved and navigate to Reporting - Client Reports 
    • Filter to "Most" using the Search bar and choose Most Recent Employee Pay Date report
    • Set the parameters and click Generate Report
    • Click Go To My Reports Queue to retrieve the generated report

  • If applicable, additional Termination Reasons can be added in isolved
    • Navigate to Client Management - Tables - Termination Reasons 
    • Add New Code, Reason Description, Termination Type (not required but suggested), then click Save
    • Graphical user interface, text, application

Description automatically generated

  • Review the Most Recent Employee Pay Date report to determine who should be terminated.
    • Last Pay Date = last date employee was paid
  • When importing files into isolved, the headers must match isolved's requirements.  For your convenience, we created a template to copy & paste the correct headers.  Use Client_Term Import Template for Headers to import updated termination status, dates, and reasons. 
    • Client_Term Import template.xlsx
    • Using the Most Recent Pay Date report as your file to import, copy and paste the headers from the Client_Term Import Template
      • Remove any employee rows that do not need to be updated
      • Add Termination Reason and Status (T) for all rows in the file, 
      • Remove the original Header Row 


  • Now you are ready to import the file into isolved.  Navigate to Conversion Management - Data Imports
    1. Import Type = Employee
    2. Template = Default
    3. File Format = Excel
    4. Attach File = Choose the file you created using the steps outlined above
    5. Default Company = Choose Client (if applicable)
    6. Default Pay Group = Choose Pay Group (you may import employees across multiple pay groups using one file) 
    7. Employee Import Mode = Update Existing Only
    8. Resident Location Mode = Generate Warnings
    9. Click Next
    10. There should be no warnings or errors under “Import Validation Summary”
      1. If there are warnings, reach out to Support@employdrive.com and provide the notification information
    11. Click Next - this will bring the file into isolved and update employee status
    12. The Import Summary will validate the number of records (employees) that imported successfully.


import process employee termination

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