Smart EIB
Smart EIB turns imported reports, employee lists, and EIB templates into previewable generated workbooks.
Core Flow
Smart EIB is designed for report-driven workbook preparation. The safest flow is to import or select a Workday report, choose an EIB template, preview the generated rows, then export the finished workbook only after review.
Open Smart EIB from the Dashboard.
Upload or select an EIB template.
Choose a worker source: imported report, uploaded name list, or another supported roster.
Map fields and preview generated rows.
Review counts, warnings, and sample rows before exporting.
Preview Discipline
Smart EIB should never be treated as a blind spreadsheet generator. Preview is the control point where users verify selected workers, IDs, effective dates, required fields, and transformation rules.
Practical Tips
- Use imported report metadata instead of free-form SQL.
- Keep employee ID and position ID resolution tied to the same selected worker source.
- Store large staged row sets server-side and review summarized samples in the UI.
Template And Field Mapping
A Smart EIB template defines the workbook shape, while the selected data source defines which workers or rows are eligible. Field mapping connects imported report columns to workbook fields and should be reviewed before export.
Upload the latest approved EIB template.
Select the imported report or name list that should drive the row set.
Map required fields first, then optional fields.
Review unresolved fields, missing IDs, and default values.
Export only after the preview has no blocking warnings.
Common Issues
Most Smart EIB problems come from stale reports, mismatched employee identifiers, missing required template fields, or using a worker source that does not match the intended population.
Practical Tips
- Re-import the report if the source data changed after preview.
- Check employee ID and position ID columns before assuming the template is wrong.
- Use a smaller filtered worker set when validating a new template.