Bulk updation of records

Bulk updation of records

The feature to update records in bulk using an excel upload is given in multiple places in EazeWork HRMS. The process to be followed is similar in all the places with minor differences. Steps to be followed are outlined with one example

1. Click on "Bulk Upload " button. You will be navigated to a new page


2. Click on "Download Template" button to download an excel template.

3. Fill up the Status / In Time and Out Time columns. If In / Out times are left blank then system will update the record with default shift times. In either case break data is no updated from this method.

4. Click on "Upload Template". System will validate the data in excel and show the message as shown below. You will have to correct the errors on the Rejected data. You can download the excel to review the errors.

5. Click on "Submit" to submit the accepted data.

This feature is available on the following places.

Feature
Menu path
Accessible to
New employee bulk upload
HR Manager > Onboarding > Upload/Update tab > Bulk Upload
HR Team
Employee data bulk update
HR Manager > Onboarding > Upload/Update tab > Bulk Upload
HR Team
Missing attendance
Attendance & Leave > Attendance Approvals > Pending Attendance tab
Attendance Approvers
Missing attendance
HR Manager > Attendance Reg > Pending Attendance tab
HR Manager, HR Executive
Leave encashment
HR Manager > Leaves > Leave Encashment Bulk Upload
HR Manager
Calendar updation
Work Area > Update Calendars
As per setup
Shift updation
Work Area > Shift Management
As per setup
Weekly off updation
Work Area > Update Weekly Offs
As per setup
Payroll data bulk update
Quick Access menu > Payroll Manager > Bulk Update
Payroll Manager
Tax savings bulk upload
Payroll Manager > Tax Savings > Bulk Upload tab
Payroll Manager
LWP bulk upload
Payroll > Attendance Reg > Pending Attendance tab
Payroll Manager
Stop payment
Payroll Files > Stop Payment Bulk Upload
Payroll Manager
Separation bulk upload
HRMS > Separations > Approvals tab
As per setup
Clearance bulk upload
HRMS > Separations > Clearances tab
As per setup
Health check-up
HR Manager > Employee Management > Health Check-up tab
HR Manager, HR Executive
Bulk project creation
Projects > Manage Projects > Manage Projects tab > Bulk Creation of Projects
As per setup
Bulk charge code creation
Projects > Manage Projects > Manage Projects tab > Bulk Mapping of Charge Codes
As per setup
Bulk project-employee mapping
Projects > Manage Projects > Project Employee Map tab > Bulk Mapping of Employees
As per setup
Training plan bulk upload
Training > Manage Trainings > Training Plan Management tab > Bulk Upload
Manager
Performance Template mapping
Performance > Manage Cycles > Template Mapping option
Performance Manager
Performance Stage-wise data
Performance > Manage Cycles > Manage Stage > Bulk upload
Performance Manager

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