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
  • 

• 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.