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Profile & Dashboards Data Migration and Verification: Start Here

Start here for Profile & Dashboards data migration and verification in brioHR: the articles in order, what each covers, and the PDF guides.

Audience & Scope

Audience: HR and admin teams setting up brioHR for the first time

Module: Profile & Dashboards

Country: Malaysia, Singapore

Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; Profile & Dashboards data migrated or about to be migrated by your IM

 

Before your team can start using brioHR, we need to bring your company and people information into the system. We call this data migration: moving the information you already have (in spreadsheets or another system) into brioHR. These articles help you fill in the two Profile & Dashboards templates: the Company Data Template, which sets up your offices, and the Employee List Template, which carries each employee's details, reporting line and access. They are split into short articles, so you can take it one step at a time. If you get stuck, your Implementation Manager (IM) is happy to help.

Part 1: Data migration

SECTION 1

Understanding the process

SECTION 2

What you need to prepare

SECTION 3

How to complete the documents

What it covers

Why Profile & Dashboards comes first, who does what, and what happens after.

What it covers

The data you'll provide, the details to gather first, and the order it loads in.

What it covers

Where your data goes, step-by-step instructions for each tab, plus an example.

What you'll do

Read through it once. There is nothing to fill in.

What you'll do

Tick off the readiness checklist.

What you'll do

Fill in the templates and send them to your IM.

  1. Understanding the Profile & Dashboards Data Migration Process
  2. What to Prepare Before Filling In Your Profile & Dashboards Templates
  3. Where Your Profile & Dashboards Data Goes in brioHR: Offices, Employees and Reporting Lines
  4. Where Your Profile & Dashboards Data Goes in brioHR: User Groups, Profile Tabs and Payroll Centers
  5. How to Fill In the Office Setting and Employee List Templates
  6. How to Fill In the Optional Profile Tabs and User Group Access
  7. Common Profile & Dashboards Migration Mistakes, an Example, and Sending Your Templates

Part 2: Data verification

Your offices and employee data are now in brioHR. Before you fill in any other template, this guide helps you confirm everything landed the way you intended. Every other module reads from this data, so a small fix now saves a lot of rework later. If a check doesn't pass the first time, that's completely normal. Your Implementation Manager (IM) is there to help.

#SectionWhat you'll do
1Verify your data, step by stepWork through nine checks inside brioHR, with screenshots.
2What to look out forDo a final scan of the trickiest spots for each data group.
3If something doesn't matchMatch what you see to its likely cause and fix.
4Sign off and next stepsConfirm everything is ready, and know who to contact.
  1. How to Verify Your Profile & Dashboards Data: Offices, Headcount, Profiles and Reporting Lines
  2. How to Verify Profile & Dashboards Access and Get Ready for Go-Live
  3. Profile & Dashboards Data: What to Look Out For and What to Do If Something Doesn't Match
  4. How to Sign Off Your Profile & Dashboards Data

Prefer a PDF?

Start with: Understanding the Profile & Dashboards Data Migration Process →

 

Ownership

By: Aqilah