Document Generation Campaign via CSV

Overview

In UKG HR Service Delivery, a DocGen campaign allows HR teams to generate large volumes of documents in batch by providing input data in a CSV file. This is particularly useful for cyclical HR operations such as annual salary reviews, contract renewals, or mass communication.

Workflow

1. Prepare CSV file

   • Must be UTF‑8 encoded.
   • Each row represents one employee/document to generate.
   • Columns correspond to employee identifiers and data fields required by the template.

2. Upload CSV

   • Upload the file to the designated SFTP input directory (e.g., in/gen).
   • The system validates the structure and initiates generation.

3. Document generation

   • For each row in the CSV, a personalized document is generated from the selected template.
   • Output files are compiled and archived in the Document Manager.

4. Reports

   • A report file (XML) is created in the out/gen directory with details of the batch, including successes and errors.

Example CSV structure

employee_number;firstname;lastname;job_title;salary
12345;John;Doe;Engineer;65000
12346;Jane;Smith;Manager;75000

Best practices

• Always validate the CSV header against the template’s placeholders.
• Test with a small batch before launching a large campaign.
• Use staging environments to verify formatting and data mapping.
• Monitor reports for errors to ensure all documents are generated correctly.