How can admin update access card details of employees through excel?

Created by Product Content Team, Modified on Tue, 20 Feb at 12:57 PM by Product Content Team

Access cards are typically used for security purposes in organizations to grant or restrict entry to specific areas or resources.

The admin can update the access card details through excel using the Excel Import option.

To import the employees’ access card details, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to Employee > Admin > Excel Import. The Excel Import page appears.
  2. Click Import From Excel. A form appears.
  3. Under Step 1: Excel Importer, from the Importer Type dropdown list, select Access Card Details.
  4. Click Download a Sample File. An excel file downloads into your system.
  5. Open the saved excel file, fill in the details you want to upload, and delete the blank columns. Save and Close the excel importer file.
  6. Under Step 1: Excel Importer, click Upload File and select the file from your computer to upload.
  7. Click Next. The Step 2: Excel Importer Mapping section appears.
  8. Map the fields from excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
    Note: This step is mandatory if you have changed the format of the excel file.
  9. Click Next. The Step 3: Excel Importer Validate section appears.
  10. Summary section appears
  11. Click Next to import the required data in bulk.
  12. Click Ok to complete the process.

Note: You can also delete an imported excel using the Delete icon available next to the uploaded file.


 

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Related Links:

Video: To watch the video on Excel Import, click here.

FAQs: To read more FAQs about Excel Import, click here.

Documentation: To learn more about the Excel Import page, click here.

Product Update: To read about the product update, click here.

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