Use import mapping to locate and transform source employee documents

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Import mapping locates your source employee documents from your source document repository and transforms them to import them to Employee Document Management.

    Import maps define mapping variables used to acquire meta data from the source document repository. It also allows you to correctly identify the employee documents you want to import and maps them to required elements in Employee Document Management.

    The required elements for a local network directory:
    • Employee name
    • Document type
    • File name
    The required elements for a third-party, cloud-based directory:
    • items
    • item
    • Employee name
    • Document type
    • File name
    • url

    Parsing for fields and values from an output file

    If your source document repository provides an output file, you can transform mapping locates, parse, and map the output file into values that Employee Document Management requires. To transform an output file, do the following:
    • Create a Field mapping type that finds an array of items in the output file (JSON is an example of an output file).
    • Create a Field mapping type that for each item in the array that locates the file ID.
    • Create a Field mapping type that locates the employee mapped element.
    • Create a Field mapping type that locates the docType mapped element.
    • Create a Field mapping type that locates the fileName mapped element.
    • Create a Field mapping type that locates the url mapped element.

    Extracting from a file name

    If your source employee documents have:
    • A consistent naming convention.
    • The employee file has all required meta data in the file name.
    You can use import maps to locate and transform the source employee document into values that Employee Document Management requires.
    For example, your employee documents have a consistent naming convention: Abel_Tuter_LOARequestLeave.pdfYou can map parts of the file name to the required elements for Employee Document Management:
    • Employee name: abel.tuter
    • Document type: LOARequestLeave
    • File name: Abel_Tuter_LOARequestLeave.pdf

    Scripting

    You can also use scripts to map source elements to the required map elements for Employee Document Management. See Scripts.

    Hinweis:
    The base system provides import map examples you can use as models.