New Employee Creation (Bulk)

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    In this section, you will learn how to add employees using the bulk upload method. Follow these steps:

    • 1. Access the Employee List Menu

      • Open the application and navigate to the Employee List menu.

      • In the upper right corner, click +Import > New Employee.1.png

      • A "Create Employee" window will appear.

    • 2. Ensure You Use the Provided Template

      • Click Export Template.2.png

      • Enter Email to Download Template

      • The template will be sent to your email. Enter your email address to receive the template.3.png

    • 3. Download the File from Email

      • Open your email and download the received file. The file will be in ZIP format.4.png

      • Extract the ZIP file using this formatted password: [Client ID][Client Name] (example: 247MPO - redBus). You can also ask the Staffinc admin for the password. 5.PNG

    • 4. Fill in the Template with Microsoft Excel/Spreadsheet

      • Open the template file with Microsoft Excel or another spreadsheet application.6.PNG

      • Fill in the template according to your employee information. Ensure the Name and Phone Number on the “Creation Template” sheet are filled out as they are mandatory.7.png

    • 5. Read Instructions on the "Instruction" Sheet

      • To avoid errors, read the instructions on the “Instruction” sheet and fill out the data according to the provided guidelines.8.PNG

    • 6. Save the Template in CSV Format

      • After completing the template, save the file in CSV format.9.png

    • 7. Upload the Template to the "Create Employee" Window

      • In the Create Employee window, click Browse file to upload the CSV file.10.PNG

      • After selecting the file, click Import File. 11.PNG

    • 8. If an "Upload Failed" Notification Appears

    • Click Download result. 12.PNG

    • Open the downloaded file and check the sections marked as failed to identify errors.13.png

    • Correct the CSV file according to the identified errors and repeat the upload process.

    • 9. Re-upload the Corrected CSV File

      • If an Upload results window appears and shows failed data, click Download failed data.14.PNG

      • After completing the corrections, click the Close button.

    • 10. Completion

      • If successful, you will be redirected back to the Employee List.15.PNG

    By following these steps, you can easily and efficiently add new employees in bulk.