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Import from your HR system Template

When working with spreadsheets, it’s good to have a standard import template that can feed the rest of your model.

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Uri Kogan

March 7, 2022 1 min read

Import from your HR system Template

For any model you build to be quickly updated, you need a repeatable way to get the latest data on your current from your HR system into it. If you’re using FP&A software like OnPlan, you can do this with a direct integration, but if you’re working in spreadsheets, it’s good to have a standard import template that can feed the rest of your model. The models above have the same information, but since every HR system exports information in a slightly different way and order, we’ve created unique templates for each.

ADP Import Template: Google Sheets | Excel

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About Author

Uri Kogan

Uri Kogan leads marketing and go to market strategy at OnPlan. Uri brings experience as a B2B SaaS marketing executive at a number of high-growth companies, including Nuxeo, where he created a new category of Product Asset Management, leading to a 12x ARR exit, and AppZen, where he led AppZen’s entry into the AP market and served as interim CMO. Earlier in his career, Uri led software marketing teams, incubated new services products, executed turnarounds, and led award-winning global supply chain initiatives at HP. Uri holds a B.A. in economics and a B. Music in opera performance from Northwestern University, and an MBA from Kellogg.

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