Use the Loaded Files & Template Files page to download the last version of any template file that you previously uploaded in any Activate wizard by downloading a group of templates or by downloading individual templates. You can also download an empty template to access any template file without any previously loaded data.
Note: The Activate release version shows in cell B3 on the Instructions tab of the template. This information helps you later determine the version of Activate you were using when you downloaded the template.
Available templates
- Getting Started
- Employee HR Data Hub
- Org Hierarchy
- Workers' Compensation
- Job Requisitions and Postings
- Competencies
- Goals
- Employees
Note: When you click Download for Empty Template for the Employees wizard, Activate downloads a .zip file containing the
AdditionalEmployeeDataTemplate.xlsxand theFreshStartEmployeeDataTemplate.xlsxfiles. When you click Download for Loaded Templates for the Employees wizard, Activate downloads a .zip file containing all of the previously loaded templates for both versions of the data load process. - Employee Compensation History
- Employee Job History & Secondary Work Assignment
- Employee Personal Data
- Employee Confidential Information
- Direct Deposit Data for US Employees
- Direct Deposit for Canadian Employees
- Bank Details for UK Employees
- Direct Deposit for New Zealand Employees
- Direct Deposit for Australian Employees
- Direct Deposit for Ireland Employees
- Direct Deposit Data for Singapore Employees
- Direct Deposit Data for Asia Pacific Employees
- Employee Addresses
- Employee Contact Information
- Employee Emergency Contacts
- Employee Management Structure
- Employee Balance
- Time Away From Work
- Insurable Earnings
- Current Canadian Tax Credit (TD1) and Source Deduction Returns
- Current US Federal and State Tax Exemptions
- Current UK Employee HMRC Data
- Current Ireland Employee RPN Data
- Superannuation Data For Australian Employees
- Current Australian Employee TFN Declarations
- Current New Zealand Employee Tax Codes
- Employee Payroll Elections
- Benefit Elections for Employees, Dependents, and Beneficiaries
- Dependent and Beneficiary Personal Data
- Candidates
- Employee Goals
- Year-to-Date Payroll Totals (USA/CAN)
- Year-to-Date Payroll Totals (UK/IRL)
- Year-to-Date Payroll Totals (AUS/NZL)
- Org Unit Addresses
- Current Singapore Employee Tax Definitions
- Employee Work Contract & Work Pattern
- Pay Holiday & Holiday Group
- Job Rate Data
- Kiwi Saver Data for New Zealand Employees
- Third Party Payees
- Pay Category & Pay Code
- Employee Schedule Data
- Payroll Earning Codes (Asia Pacific)
- Payroll Deduction Codes (Asia Pacific)
- Employee Time Entry
- Mass Configuration Changes
- Getting Started Org Data
- Legacy Data for Parallel Testing
Tasks
To download all template files:
- On any page in Activate, click the Profile menu (
). - Click Download Template Files. The Loaded Files & Template Files page opens.
- Click Download All Template Files. Activate downloads the DF Activate ExcelTemplaeFiles.zip to your computer.
- Save the file to the desired location.
- Open the file.
- Update the template as needed.
- Save the updated template on your computer.
To download a specific template file:
- On any page in Activate, click the Profile menu (
). - Click Download Template Files. The Loaded Files & Template Files page opens.
- In the category containing the template you want to download, click Download.
Activate downloads the template to your computer.
Note: If you’re downloading multiple templates, they’re downloaded in a zip file.
Note: The Activate release version shows in cell B3 on the Instructions tab of the template. This information helps you later determine the version of Activate you were using when you downloaded the template.
- Save the file to the appropriate location.
- Open the file.
- Update the template as needed.
- Save the updated template on your computer.