How can admin upload reporting manager's details in bulk?

Created by Product Content Team, Modified on Thu, 14 Mar at 4:07 PM by Product Content Team

Excel import refers to the ability to import data from an excel sheet into payroll software. The feature allows employers to transfer large amounts of data, such as employee information or payroll data, quickly and easily, without having to manually enter the data into the software.

To upload reporting manager’s details in bulk, the admin must perform the following actions:

  1. From the greytHR Admin login, navigate to Employee > Admin > Excel Import. The Excel Import page opens.
  2. Click Import From ExcelStep 1: Excel Importer form appears.
  3. From the Importer Type dropdown list, select Organization Tree Details.
  4. Under Step 1: Excel Importer, click Download a sample file.
    Note: Open the saved excel file on your computer, fill in the details you want to upload and delete the blank columns. Save and Close the excel importer file. Delete the blank columns from the excel file.
  5. Under Step 1: Excel Importer, click Upload File and select the file from your computer to upload.
  6. Click Next.
  7. Under Step 2: Excel Importer Mapping, 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.
  8. Click Next. You are redirected to Step 3: Excel Importer Validate.
  9. Click Next to upload the reporting manager’s details in bulk.
  10. Click Ok to complete the process.

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Related Links:

Video- To watch more videos on greytHR Admin portal, 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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