How to Assign Attendance Policy to Employee Using the Bulk Upload Process
Introduction:
This guide demonstrates how to efficiently assign an Attendance Policy to multiple employees at once using the bulk update feature in Staffinc Suite. This streamlines HR processes, especially for large-scale employee onboarding or policy changes.
Step-by-Step Guide:
- Navigate to Employee List
From the main dashboard, go to the left-side navigation menu and click on Employees → Employee List. - Access the Bulk Import Option
On the top right of the Employee List page, click the “Import” dropdown button. - Select “Assign Attendance Data”
From the dropdown menu, choose the option labeled “Assign Attendance Data” to begin the bulk assignment process. - Download the Template
A pop-up or instruction page will provide you with a downloadable Excel template. Click to download it. - Fill in Employee & Policy Data
Open the downloaded Excel file and enter:- Employee IDs
- The Attendance Policy ID to assign to each employee.
- Upload the Completed Template
Return to the same page and upload the filled-in CSV file. - Review & Confirm Import
Once uploaded, the system will process the data. Review the import summary to confirm the correct employees and policies were recognized. - Finalize Assignment
Confirm the process to assign the attendance policies in bulk. The system will apply the changes and notify you of completion.
Conclusion:
This feature saves time for HR teams, especially when updating or applying attendance policies to multiple employees at once. Instead of assigning policies one by one, bulk assignment ensures consistency, accuracy, and efficient workforce configuration in Staffinc Suite.