Before getting started
If you want to use recommendations in Poplee Performance, you may need to import a history of review dates so that the recommendation engine can take these into account in its calculations.
🙋♀️ Important information: This import only concerns dates. If you want to import PDF reviews (with dates), see this help page.
In order to be able to import review dates, you need to have the "Import review history" permission, which is available in role permissions.
Steps to follow
Complete the import file template
Retrieve the ready-to-fill import file (Download the template). This is the full format, with all of the information that can be imported for reviews.
Please note that these files need to be in CSV format (UTF-8 encoding). The formats do encounter some issues with uppercase letters, so if your file isn't working, please check that your login details have been entered in lowercase (in your file and in the database).
- Fill in the columns in the import file
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- Login (mandatory): the username given in their HR file/employee file
- Campaign Name (mandatory): the name of the review campaign.
-
Campaign Category (mandatory): the review category. Here are the available categories:
- AnnualReview= Entretien annuel
- ProfessionalReview= Entretien Professionnel
- CareerReview=Entretien carrière
- FixedWorkingDaysReview= Entretien forfait jour
- LongTermLeaveReturnReview= Entretien retour de congé longue durée
- EndOfMissionReview=Entretien fin de mission
- DiscoveryReport=Rapport d’étonnement
- EndOfTrialPeriodReview=Fin de période d’essai
- EndOfContractReview=Fin de contrat
- Survey=Sondage
- GoalsReview=Point d’avancement d’objectifs
- QuarterlyReview=Entretien trimestriel
- Half-yearlyReview=Entretien semestriel
- FollowUpOfMissionReview=Suivi de mission
- 6-yearReview=Bilan à 6 ans
- Other=Autre
- Review Date (mandatory) = the date the review was completed in DD/MM/YYYY format
- Reviewer Login (optional)= the login details of the reviewer (only if it is a person included in your Lucca database).
Importing the file
- Go to the "Reviews > Settings" tab
- Click on "Import dates", under the PDF review import box.
- Upload the file containing the reviews to be imported
- If necessary, correct any errors, using the messages that will appear if any anomalies are detected. Once the file has been corrected, you can test the import again
- You can find the imported reviews in the "My reviews" tab of the different employees.
🙋♀️ Important information: the imported dates aren't populated in the employee's HR file