Before we can load our Users into Incent, we must put them into the staging tables. There are three tables to populate.

 

NOTE: In our examples, we are using a mock HRMS source data, delta.lab_hr_file. You might have a different data set.

 

Load Users into staging.user:

 

1 SQL> insert into staging.user

(action,

name,

email_address,

login_profile,

locale)

select

‘save’,

employee_name,

employee_email_address,

‘Xactly’,

locale

from delta.lab_hr_file;

 

In our example, the SAVE (‘save’) action configures the upload command to perform an upsert operation. If the User already exists in Incent, it will perform an update. If the User does not exist, it will insert a new User.

 

Instead of SAVE, you can also use the DELETE (‘delete’) action, to remove a User. Users can only be removed if they are not tied to other Incent data, such as People records or compensation results, etc.

 

NOTE: The primary key for a User is email_address.

 

Now load User data into staging.user_business_group:

 

1 SQL> insert into staging.user_business_group

(email_address,

business_group)

select employee_email_address,

business_group

from delta.lab_hr_file;

 

And we need to add User roles, which control the level of access, to staging.user_role:

 

1 SQL> insert into staging.user_role

(email_address,

user_role)

select employee_email_address,

role

from delta.lab_hr_file;