HR import default settings

Updated on 06 Apr 2022
2 minutes to read

Article Summary

The Default settings page (Quick-access menu > HR import) allows you to configure the default method of file access, notification recipients, and schedule for automatic data import used across each HR import element.

Each element can use the default settings, or you can customise the settings for individual elements.

Setting	Description	Notes
Elements using default settings	This area lists which elements (job assignment, organisation, position, user and/or competency) are using the default File settings.	-
File access	There are two options: Directory check: This option allows you to specify a directory on the server to be checked for sync files automatically. Upload Files: This option requires you to upload files via the Upload sync files page (Quick-access menu > HR import > Sources). Note that this option is enabled by default.	-
Files directory	When Directory check is selected for the File access setting, this option allows you to specify a directory on the server to be checked for sync files automatically. This option is not available when Upload files is selected. Each source file needs to be copied to a directory on the Totara server with the following file path and file names: Job assignment: pathtottotara/csv/ready/jobassignment.csv Organisation: pathtototara/csv/ready/org.csv Position: pathtototara/csv/ready/pos.csv User: pathtottotara/csv/ready/user.csv Competency: pathtottotara/csv/ready/comp.csv	It's not possible to import more than one source file at a time for each source type. You need to include the full pathname of your Totara server in the Files directory via Quick-access menu > HR import > General settings.
(Notification) Elements using default settings	This area lists which elements are using the default Notification settings.	Cannot be edited here, for information purposes only.
Send notifications	There are two options: Errors: If enabled (checked), a notification will be issued to specified users should any errors occur during the import Warnings: If enabled (checked), a notification will be issued to specified users should any warnings occur during import	-
Email notifications to	Specify the email addresses of any users who should receive an error and/or warning notifications. By default, the email address of the main Site Administrator will be populated in this field. Additional email addresses may be specified, and should be separated by a comma.	-
(Schedule) Elements using default settings	This area lists which elements are using the default Schedule settings.	Cannot be edited here, for information purposes only.
Scheduled HR importing	If enabled, the scheduled HR import cron task will import any CSV files that are available in the files directory (as specified in the Files directory field) when it's due to run.	-
Schedule (server time)	Here you can specify how often HR import should be checking the files directory and importing CSV files. The available options are: Daily: When selected, it is possible to specify the hour that HR import checks the files directory for import each day. Weekly: When selected, it is possible to specify the day of the week that HR import checks the files directory for import. Monthly: When selected, it is possible to specify a date of the month that HR import checks the files directory for import. Every X hours: When selected, it is possible to specify how often (in hours) HR import checks the files directory for import. Every X minutes: When selected, it is possible to specify how often (in minutes) HR import checks the files directory for import.	-

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