How can admin import employees' PF/ESI details in bulk?

greytHR's Excel Import feature enables admin to upload data in bulk into the greytHR account.

To import employees' PF/ESI 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 Excel. Step 1: Excel Importer form appears.
3. From the Importer Type dropdown list, select Employee PF/ESI Details.
4. Under Step 1: Excel Importer, click Download a sample file. 
5.  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.
   Note: Remove the blank column and dummy data from the excel file.
6. Under Step 1: Excel Importer, click Upload File. The dialog box appears.
7. Browse to the folder, select the required file and click Open to upload the file.
8. Under Step 2: Excel Importer Mapping, map the fields from excel to the application terms, if required.
9. 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.
10. Click Next. You are redirected to Step 3: Excel Importer Validate.
11. Click Next to import employees' PF/ESI details in bulk.
12. Click OK to import employees' PF/ESI details in bulk.

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Related Links:

Video: To watch the Excel Importer video, click here.

FAQs: To read more FAQs about the Excel Importer, click here.

Documentation:  To read more about the Excel Importer, click here.

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