The Default settings page 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 employ customised general settings.
Default settings were previously titled General settings in Totara version 11 and below.
This section allows you to configure how HR Import handles the importing of CSV files.
This area lists which Elements (Job assignment, Organisation, Position, User and/or Competency) are using the default File settings.
There are two options:
When Directory check is enabled as file access, 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 the following file path and filenames:
Job assignment: pathtottotara/csv/ready/jobassignment.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 under Quick-access menu > HR import > General settings.
Commonly, the processing of CSV files containing organisation, position, competency and user data takes place in the background and may not be overseen by a site administrator. In this scenario it is important to make sure that problems that may occur during import are addressed quickly and efficiently, so HR import provides the ability to configure whether notifications are issued to specific users should Errors and/or Warnings occur when data is imported via HR import.
This area lists which Elements (Job assignment, Organisation, Position, User and/or Competency) are using the default Notification settings.
There are two options:
Specify the email addresses of any users who should receive 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.
If Directory check is specified as the method of file access, it is possible to schedule HR import to check the files directory periodically and process any CSV files that are available for import.
This area lists which Elements (Job assignment, Organisation, Position, User and/or Competency) are using the default Schedule settings.
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.
Here you can specify how often HR import should be checking the files directory and importing CSV files.
The available options are:
The Totara Academy has a whole course dedicated to Creating users in Totara. Here you can learn more on how to add users, see best practice, and give it a go yourself.
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