Articles in this section

Release Notes: Universal HRIS Import

ActivTrak Product Team
published
updated

Release date: February 26, 2026
Status: Early Access (EA)

Critical information:

Status

  • Early Access (EA): Available to select customers upon request. Production-ready but may have limited features.

 

Availability

  • Plans: Available to customers with the HRIS Integration (Add-on)
  • Rollout schedule: Immediate
  • Go-live date: February 26, 2026


Requirements

  • Permissions: Admin users by default 
  • Commercial: HRIS Integration (Add-on) required
  • Technical prerequisites: Admin access to HRIS reporting or data export module. For automated transfers, HRIS must support scheduled CSV exports via SFTP.

 

What's new:

Feature description

The Universal HRIS Import gives you a new way to sync employee and time-off data into ActivTrak, even if your HRIS system doesn't have a direct API integration. Using SFTP, you can upload a CSV file manually or set up automated recurring transfers to keep your time-off data current. This means your time-off data flows into ActivTrak dashboards, giving you a more complete picture of team availability and schedule adherence.

 

Key capabilities

  • Time-off data sync: Import time-off requests, including start dates, amounts, units, and approval status, so this data is reflected in your ActivTrak dashboards.
  • Automated SFTP transfer: Schedule your HRIS to send CSV reports automatically on a recurring basis. Best for keeping data continuously in sync.
  • Manual CSV upload: Download a report from your HRIS and upload it directly through the ActivTrak Integrations page. Best for one-time syncs or occasional updates.
  • Flexible field mapping: Include the employee fields most relevant to your organization, from basic info like name and email to department, job title, manager, and more.
  • Built-in validation: The system automatically checks your CSV for correct schema, required fields, and formatting issues, and surfaces clear error messages when issues need to be fixed.

 

Use cases

If your organization uses an HRIS that doesn't have a direct integration with ActivTrak, this feature bridges that gap. An HR team using any HRIS platform can now export employee and time-off data as a CSV and sync it into ActivTrak, either manually or on an automated schedule. This ensures that dashboards like Schedule Adherence and Workforce Management reflect accurate time-off data without requiring a custom integration.

 

Target audience

  • Primary personas: IT administrators and operations managers responsible for workforce data and integrations
  • Fit indicators: Organizations using an HRIS without a direct ActivTrak integration, teams that need time-off data reflected in ActivTrak dashboards, and customers already using the HRIS Integration add-on

 

How to access:

Manual CSV upload

Navigate to APIs & Integrations > Integrations in the ActivTrak App. Locate the Universal HRIS Import tile and click Integrate. Upload your HRIS.csv file directly into the linking modal.

Direct access: app.activtrak.com/#/app/integrations/integrate

 

Automated SFTP transfer

Configure a new SFTP destination for your HRIS system. Gather your SFTP connection details. Navigate to APIs & Integrations > Integrations in the ActivTrak App. Locate the Universal HRIS Import tile, click Integrate to enter your SFTP connection details (hostname, port, directory, and username).

 

File requirements

Your CSV file must meet these formatting standards for a successful sync:

  • File format: .csv only (no .xlsx, .tsv, or other formats)
  • File name: HRIS.csv
  • Required columns: Ensure all the required columns (and corresponding data formats) are present in your CSV.
  • File size: 250 MB maximum
  • Clean data only: Do not include summary rows, footer rows, or blank rows at the end of the file.

Important: Each time data is synced, the system processes the full file, processes updates, and removes any rows that are no longer present. Every transfer should include your complete, up-to-date dataset, not just changes since the last sync.

 

Additional information:

Known limitations

  • Each sync replaces the full dataset. Partial or incremental updates are not supported.
  • Column headers in the CSV must match the expected format exactly.

 

Support and resources:

Support resources

Support contacts

Was this article helpful?
0 out of 1 found this helpful