FoundU Employee (Advanced) CSV Extract

For clients using CitationHR with FoundU integration, you can now generate a pre-formatted employee CSV extract that aligns with FoundU’s official Employee (Advanced) import template.

📍 Where to Find It

Location:
Reporting → Extracts (Available to Account Admins)

Note: If you need access to this extract, our Client Success team will be happy to assist you—please don't hesitate to reach out!

🎛️ Customisable Filters

You can tailor the extract using a variety of filters:

Employee Status
Record Creation Date
Last Updated Date
Start Date
Branch selection – include specific branches or all

After applying filters, click ‘Verify and Generate’ to validate your data against FoundU’s requirements. Any issues will be displayed for review before downloading the file via the ‘Generate’ button.

📄 CSV Extract Details

Fully formatted to FoundU's Employee (Advanced) Importer specifications
Includes only employees from branches the admin has access to
Strict validation of all mandatory fields
File naming convention for easy reference: FoundU_EmployeeExtract_<DateTime>.csv
Dummy values (e.g., 0400 000 000 for missing mobile numbers) are inserted for certain required fields, accompanied by warnings

⚠️ Error & Warning Handling

Each record is validated, and any issues are clearly explained:

Errors (e.g. missing email, invalid address):
- These records are excluded from the CSV

Warnings (e.g. missing mobile number, multiple bank/super accounts):
- These records are included, with affected fields removed and a note to manually update in FoundU

⬆️ Uploading to FoundU

After downloading the CSV extract from CitationHR:

Log in to the FoundU platform
Navigate to Import/Export → CSV Import from the hamburger menu
Select Employee Advanced as the import type
Click Choose File, then upload the CSV
Click Import CSV
Your employee records will now be imported into FoundU.