1) Preparing employee upload file
When you first log into the system you will be greeted with this page. Click on the "Employee Manager" tab and then on the "Employees" tab.
Once on this page click on the "Import" button
A pop up will then appear, click on the "Download File" button in order to download the employee upload template.
The employee upload file contains the required headers as well as example information to be used as a guide.
Employee_Id - The employee's numerical Id (Employee number)
Name - The employee's full name.
Department - The employee's department.
Position - The employee's job title.
Email - The employees email address (This will also be the email address that will be used to log in if employee self service is utilized.)
Password - The employees password that will be used to login.
Employed_Date - The employees hire date formatted by Month/Day/Year.
Vacation - The employee's vacation balance.
N.B. It is required to populate all the fields present on the file in order for the upload to be done correctly. If required you can enter place holder information in order to ensure that there are no blank spaces on the file.
Once you have populated the file be sure to save it and move to the next step.