Data Shuttle Synch Capability

Brandie

Hello - I need to set up a sheet based on an employee roster that will be updated quarterly. I'd like to use a Data Shuttle upload workflow to attach the updated roster to the sheet and have it automatically remove termed employees and add new rows for those that are new hires, without deleting the existing rows in the sheet. I have set up a workflow to successfully add rows for the new hires, but when I attempt to add a delete for terms it removes all existing rows from the sheet. What's the best way to accomplish this? Is it two separate workflows? Thanks in advance for any guidance or insight.

Paul Newcome

Does your attachment have every single employee listed, is it just active employees, or is it only new hires?

Brandie

Hi Paul - Thanks for the quick response. I was going to attach a fully updated roster to capture any other changes since the prior update as well - job title, org., etc., so not a separate term or hire report. I could do that, but then I'd miss the other info updates that are also needed for the functionality I'm building. ?

Paul Newcome

I would suggest the roster to only have the "Active" employees (new hires and not termed) that doesn't have any termed employees on it.

Then you can use a full replace in Data Shuttle or you can use the option to add new, update, delete based on an employee id or some other unique data point for each entry.