Download Template Files

Available templates

Getting Started
Note: When you click Download for Empty Templates, Activate downloads a ZIP file that contains the following four Getting Started templates: Employee, Employee Address, Site Address, and Legal Entry.
Employee HR Data Hub
Org Hierarchy
Workers' Compensation
Job Requisitions and Postings
Competencies
Goals
Employees
Note: When you click Download for Empty Templates for the Employees wizard, Activate downloads a ZIP file that contains the AdditionalEmployeeDataTemplate.xlsx and the FreshStartEmployeeDataTemplate.xlsx files. When you click Download for Loaded Templates for the Employees wizard, Activate downloads a ZIP file that contains 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
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

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 appropriate location.
The file names of templates that you download from Activate begin with a prefix that is the Namespace that you’re logged in to. The same is true for the file names of ZIP files when you download multiple templates at the same time.
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.

Download Template Files

Activate User's Guide

Tasks