Main: Bulk Import Employees on modulus

Preconditions

Make sure to avoid some common mistakes:
  • Duplicate Employee Code (on modulus, or in the uploaded sheet).
  • Duplicate Direct Head Code (on modulus, or in the uploaded sheet).
  • Invalid Date Format.
  • Wrong Location (it must be previously defined on modulus).
  • “Business Email” field must not be empty once the employee has a “User Name”.
  • Duplicate User Name.

Steps

  1. Go to Personnel main menu.
  2. Open Employees page.
  3. Click on “Import” top button.
  4. Import page will open.
  5. Download sample (CSV or Excel).
  6. Fill in the sample with employees’ data.
  7. Upload the filled sample (CSV or Excel), as per your download choice.
  8. Choose date format; to match the format in the uploaded sample.
  9. Validate your data:
    • Yellow rows: includes invalid cells
    • Red cells: includes wrong data
    • Green rows = Valid data
  10. “Bulk New Entries” button appears. In case some data are not predefined on the application. It applies to:
    • Departments
    • Sub Departments
    • Positions
  11. Delete Invalid Data (One by one or Bulk Delete).
  12. Click on “Export Deleted” (in case you need to import the deleted rows/data later).
    13. P.S. You can edit invalid data, instead of deleting them and re-exporting them.
  13. “Import List” button will appear.
  14. Click on “Import List” button.
  15. Employees’ data are imported successfully.
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