Upload HR Roster data

HR Roster is your organization's employee master data that provides accurate lifecycle information and helps you identify suspicious activity within your linked subscriptions and applications.

Integrating your HR Roster data in Flexera One SaaS Management on Snow Atlas ensures accurate user information, enabling subscription provisioning and deprovisioning. This reduces manual effort and prevents subscription loss. By providing reliable HR data, this feature enables efficient SaaS management and improved governance across your organization.

You can configure manual import as an HR Roster source using the existing data imports feature.

Procedure

1. In SaaS settings, navigate to Data imports > HR Roster and select Create import.

2. On the Data type step, select HR Roster from the options.

3. On the File upload step, upload a CSV file that contains the HR data.

   tip

   Select Download template to download a CSV template that contains all the fields supported by SaaS.

4. On the Mapping step:

   1. Select the CSV fields that correspond to the relevant system fields. Unique user identifier, Email address of the user, Full name of the user, and Employment status of the user are required.

      note

      The Employment status of the user field is used to map to the related charts that appear on the Users page in SaaS. However, if this field is left empty, the system automatically maps the value to the Not monitored status in the user table.

   2. Optional: To map additional fields from your CSV to the supported system fields, select Add additional field.

   3. Select Preview results to review the first few rows of the mapped data.

5. On the Confirmation step, select one of the following options:

   • To create an import configuration and set your imported data as your HR Roster source, select Yes.

   • To only create an import configuration and use the default HR data settings, select No.

   tip

   You can modify these settings later from the General settings page after the data is imported.

6. To complete the data import process, select Finish.

   The imported data is populated as a new entry in the HR Roster table.

tip

You can also manage the imported data in the table using the available actions to upload additional HR Roster data, create an API integration, and delete the existing data.

HR Roster: reference

See the table below for a list of additional columns that will be populated in the different SaaS user tables if the HR Roster is set to use the imported data.

Table column	Description
Employee ID	The unique identifier for the user, usually an employee ID number.
Employee type	Indicates the user's type of employment within their organization. The values include Full-time, Contractor, Intern, and Part-time.
HR Roster status	Shows if the user is HR verified, HR unverified, or Not monitored in the HR Roster.
Employment status	Shows the user's current employment status within their organization as Employed, Not employed, On leave, or Not monitored.
Hire date	Indicates the user's official first day of employment with the organization.
Termination date	Indicates the user's official last day of employment with the organization.
Cost center	The unique identifier that indicates the unit accountable for employee-related costs.