Page tree
Skip to end of metadata
Go to start of metadata

You can import employee details using Excel importer.

To import data in bulk, perform the following steps:

  1. Navigate to Employee > Admin > Excel Import The Excel Import Log page appears. Click Import From Excel.
    To go directly to Excel Importer page, click Actions tab> Employee > Import Data From Excel

    Figure 1: Viewing the Excel Import page

  2. In the Importer Type field, choose an Add Employee Importer option from the drop-down menu.
  3. If you select Add Employee Importer option from the drop-down menu, a help content section appears with a link to download a sample excel file.

    Click the Download a sample file link to download a sample excel file. The file that you upload, must have data in the same format and order as mentioned in the sample file.

  4. Refer the downloaded sample file to create the excel file that you want to upload. 

  5. Click Upload File and select the appropriate excel file from your directory. The uploaded file appears in place of the Upload File button. Click The Recycle Bin icon icon appearing adjacent to the uploaded file if you want to cancel the selection and choose another file.

  6. Click Next. The Excel Importer Mapping section appears.

  7. For the fields appearing under the Fields From Excel column, select the corresponding field under the Mapped To column.
  8. Click Next. The Excel Importer Validate section appears displaying the message, No new master found. Please click next to see the import result.  This message implies that imported values got mapped to system-defined values.

  9. Click Next. The Excel Importer page appears displaying a log of the actions performed. This page also displays the associated errors.
  10. Click OK. The new employees' information is successfully imported.

    You can also delete the imported file using the icon. This delete option is available only for Access Card Details and Leave Transaction Importer upload file for now. After the importer is deleted, the delete icon is replaced by an info  icon which will display the date and by whom the importer was deleted.