How can admin upload employees' basic information?

Created by Product Content Team, Modified on Thu, 14 Mar at 4:12 PM by Product Content Team

Uploading employees' basic information refers to the process of digitally transferring or adding essential details of employees to a designated system, database, or HR management platform.


To upload employees' basic information, 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. From the Importer Type dropdown list, select Basic Employee Information.
  3. Click Import From Excel.
  4. On the Excel Importer page, under Step 1: Excel Importer, click Download a sample file.
  5. Save the file on your computer.
  6. In the Basic Employee Information Excel file on your computer, fill in the required details. Save and close the Excel importer file.
    Note: Remove the blank column from the Excel file.
  7. In the greytHR application, on the Excel Importer page, under Step 1: Excel Importer, click Upload File to upload the Excel importer.
  8. Click Next
  9. 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 Basic Employee Information Excel file.
  10. Click Next. You are redirected to Step 3: Excel Importer Validate.
  11. Under Step 3: Excel Importer Validate,  click Next to upload the employees' basic information through Excel importer.
  12. Click Ok to complete the process. 

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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.

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