To import employees' PF/ESI details in bulk, the admin must perform the following actions:
- From the greytHR Admin login, navigate to Employee > Admin > Excel Import. The Excel Import page opens.
- Click Import From Excel. Step 1: Excel Importer form appears.
- From the Importer Type dropdown list, select Employee PF/ESI Details.
- Under Step 1: Excel Importer, click Download a sample file.
- 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. - Under Step 1: Excel Importer, click Upload File. The dialog box appears.
- Browse to the folder, select the required file and click Open to upload the file.
- 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. - Click Next. You are redirected to Step 3: Excel Importer Validate.
- Click Next to import employees' PF/ESI details in bulk.
- Click OK to import employees' PF/ESI details in bulk.
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Related Links:
❓FAQs-To read more FAQs about excel import, click here.
📃Documentation- To learn more about the excel import page, click here.
▶Video- To watch the video on excel import page, click here.
📢Product Update-To read about the product update, click here.