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Integrating Data via the Reflect Custom Data - Template V3 File

Importing HR data into Reflect from our standardized Excel file.

Virginie Huaranca avatar
Written by Virginie Huaranca
Updated over 3 months ago

Expected transmission mode

  1. You (or your integrator) fill in the files using the Reflect standard format.

  2. Depending on the chosen integration method, you upload the files:

    • automatically to your SFTP server

    • or manually to the Reflect Spreadsheet source within the Reflect application

  3. Reflect retrieves the files according to the agreed frequency and updates the data for the next morning.

⚠️ Reflect does not create/manage SFTP. We connect to the existing SFTP on the client or editor side.

Reflect Standard Model

To facilitate the structuring of standardized exports from the new software, we provide you with an Excel template file called :

“Reflect Custom Data - Template V3.xlsx” containing seven tabs, each representing a type of HR data:

  • Employee : Employee demographic data.

  • Contract : Contractual data (job title, contract dates, etc.).

  • Career : Organizational data (division, department, etc.).

  • Management : Hierarchical data to identify managers.

  • Salary : Theoretical/contractual salary data.

  • Absence: Absence data.

  • Payroll : data corresponding to the pay slip.

💡 This model can also directly serve as a CUSTOM Spreadsheet data source in Reflect, provided it strictly adheres to the defined formats.

Prepare the Excel file and import it

  1. Open the corresponding data source

  2. Download the V3 template by clicking the button at the top of the page:

  3. Complete the expected columns.

    • Columns marked are mandatory (see details below)

    • Keep the exact order and names of the columns, even if some values remain empty.

  4. Adhere to strict formats :

    • Dates: ISO format YYYY-MM-DD

    • Currency Codes: EUR, USD, GBP…

    • Stable Unique Identifiers (do not use only names or emails).

    • In case of doubt: contact the Reflect team to validate the format before sending.

Details of tabs and columns in the standard format

Each column in the template corresponds to a piece of expected data. It is essential to uniquely identify an employee using one of the following options :

  • An Employee ID, or personnel number

  • A professional email address

  • A combination of Last Name / First Name / Date of Birth, which may not be unique in certain rare cases

The following is a description of the fields in each tab:

Employee

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Local Employee Number

Another local staff number

Last Name

Last Name

First Name

First Name

Gender

Gender

  • M for Male

  • F for Female

  • O for Other

Nationality

Nationality

Birth Date

Date of birth

Phone

Phone number

Contract

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Legal entity / Parent company

Professional Email

Professional email

Effective Date

Effective date of the contract information change

Contract ID

Unique contract identifier (especially in case of multiple contracts)

FTE (HR)

Contractual FTE (Full-Time Equivalent). Figure between 0 and 1.

For example, for a part-time employee: 0.5

Job Title

Job title

Employment type

Contract type: Permanent, Fixed-term, Internship, etc.

Professional Category

Socio-professional category

Original Arrival Date

Initial date of entry into the organization (if left then returned or if mobility)

Arrival Date

Latest date of entry into the company or legal entity

Contract Start Date

Start date of the current contract

Contract End Date

End date of the current contract

(Blank in the case of an ongoing Permanent contract)

Hire Reason

Hiring reason

Departure Reason

Departure reason

Departure type

Normalized departure type:

  • Regretted: departure desired by the company

  • Not regretted: departure not desired by the company

Trial Period 1 End Date

End date of the first trial period

Trial Period 2 End Date

End date of the second trial period (if renewal)

Remote Status

Remote work status:

  • Full remote: fully remote

  • Hybrid: remote work authorized

  • Full office: mandatory in-office presence

Employee Status

Employee status (optional)

  • Active: active

  • Inactive: inactive

Career

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Effective Date

Effective date of the career information change

Department

The employee's department (or the closest equivalent).

This field can be renamed in Reflect.

Group X

Free fields for anything related to the employee's organizational place.

These fields can be renamed in Reflect.

Location Office

The employee's workplace (or the closest equivalent).

This field can be renamed in Reflect.

Location X

Free fields for anything related to the employee's location.

These fields can be renamed in Reflect.

Career Stage

Career level / seniority / grade

Sub Career Stage

Sub-level (if relevant)

Management

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Effective Date

Effective date of the management information change

Manager ID

Unique HR identifier or Staff number of the manager

Manager Email

Professional email of the manager

Manager Last Name

Last name of the manager

Manager First Name

First name of the manager

Salary

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Effective Date

Effective date of the salary information change

Planned Fixed Salary

Amount of the theoretical annual or monthly fixed salary - Base salary

Fixed Payment period

Associated payment period: Year: annual salary Month: monthly salary

Planned Variable Salary

Amount of the theoretical annual or monthly Variable salary type

Variable Payment period

Associated payment period: Year: annual salary Month: monthly salary

Planned Bonus Salary

Amount of the theoretical annual or monthly Bonus salary type

Bonus Payment period

Associated payment period: Year: annual salary Month: monthly salary

Currency

Currency Code: EUR / USD / GBP...

Absence

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Leave Start Date

Start date of the absence

Leave End Date

End date of the absence

Amount

Number of days of absence.

For a half-day absence: indicate 0.5

Leave type

Normalized absence type:

  • Planned: Planned in advance

  • Unplanned: Not planned in advance

    Used for calculating absenteeism. It can also be normalized in Reflect.

Leave Category

Reason for absence in full: Paid leave, Sickness, etc.

Payroll

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

Employee ID

Unique HR identifier or Staff number

Professional Email

Professional email

Effective Date

⚠️ Date of the month concerning the payroll. In case of delayed payroll, you can choose to enter the previous month.

Pay Amount

Amount of a payroll line item

Pay type

Normalized pay type:

  • Base

  • Variable

  • Bonus

    It can also be normalized in Reflect.

Pay category

Detail of the payroll line items

Pay subcategory

Detail of the payroll line items (if more precise)

Currency

Currency Code: EUR / USD / GBP...

How do I import it into Reflect?

Follow the standard documentation for file imports in Reflect.

Version Rules

  • Only the V3 file is currently accepted.

  • If a new version is released (V4, V5, etc.), your Reflect account manager will contact you to arrange the migration.

  • Older templates are blocked during upload.

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