Adding users

Menu Path : HR Manager > Onboarding > Upload / Update tab
Quick Access : HR Manager > Bulk Upload & Update > Upload / Update tab
Accessible to: As per setup

As an HR Manager you can add employees in the system in two ways

1. By filling up details in a table - use "Add Users" button. Refer section 1 - Adding Users below
2. By uploading data through an excel file - use "Bulk Upload" button. Refer section 2 - Bulk Addition of Users below

To update data for existing employee - use "Bulk Update" button. Refer to article on "Updating employee data in bulk" for details on how to update data for existing records.

1. Adding users manually

The minimum fields needed to add an employee in the system are shown below. You can customize this form and add more fields which can be filled up by the HR Manager.

To add employees just fill up the fields, click on "Save" at the end of the row and then click on "Submit" at the bottom of the page. Please note that the email id and mobile number added here should be valid as these are used to send validation OTP. If Non Web user is activated in your company then you will have to select the license type also, please remember that Non Web users do not have a login and will not be able to access the software directly.

2. Bulk addition through excel

1. Click on Bulk Upload button.

2. Select the employee type as shown below

3. Download the format for employee upload, fill up the data and upload.

Steps to be followed while uploading data -
1. Download the template, by clicking on "Download Template" button, an excel template would be downloaded, do not change the file name or delete or rename any column
2. Update data in rows for new joiners, add details like name, email id, type of license and other fields as per the format. Delete or rewrite on the first row as it has sample data
3. You can download the master data file which has company's specific values, it can be downloaded by clicking on "Download Master Data" button
4. Upload the excel

System will check the data for completeness and highlight errors.

You can download the rejected data to understand the issues in the rows which are being rejected or you can click on Submit which will update the system with the approved data.

The format of excel being used for upload depends upon the fields selected in onboarding setup - refer article for more details.

Sample formats are attached with this article for reference.