📋 Overview
This article explains how to update an employee's Supervisor field using a CSV import in ZonePayroll via the Import Assistant. This method is typically used for bulk updates or when making structured changes to reporting lines.
🎯 Use Case
Use this process when you need to:
- Update an employee's supervisor (manager) assignment
- Perform bulk updates to reporting structures
- Correct or realign organisational hierarchy data
Example: Changing the Supervisor for multiple employees via CSV upload
📄 Required CSV File Fields
Ensure your CSV file includes the following columns:
| Field | Notes |
|---|---|
| Employee ID | Required |
| Supervisor | Required — must match the Supervisor's name exactly (case-sensitive) as stored in the system |
⚙️ Import Assistant Setup
Step 1: Scan & Upload CSV File
- Import Type: Employees
- Record Type: Employees
Step 2: Import Options
- Data Handling: Update
- Advanced Options → Custom Form: Payroll Employee Form
- Ensures all mandatory custom form fields are accounted for and prevents validation errors
- Run Server SuiteScript and Trigger Workflows: ✔ True
Step 3: Field Mapping
Map your CSV fields as follows:
| CSV Field | System Field (NetSuite/ZP) |
|---|---|
| Employee ID | Employee : Internal ID |
| Supervisor | Employee : Supervisor |
⚠️ Important Notes & Best Practices
- Ensure supervisor names are spelled exactly and match system records (case-sensitive) to avoid mapping errors
- Always validate a small test file first before running bulk updates
- The import will update existing employee records only; it will not create new employees
🔐 Permission Requirement
If you are updating employees who have Administrator role access, you must:
- Use the Administrator role during the import
- This prevents "insufficient permissions" errors during processing
🔗 Reference
For general guidance on CSV imports, kindly refer to CSV Imports.