Import Tools in Utility

Purpose: To import data ( leave, clock data, employee details, etc.) into the system

Step 1

Navigate to Utility(a) on the left menu and click on Import Tools (b)

Step 2

Once you open the Import Tools page, you can view a Module Listing as in the image below.

1. Labels – Able to upload system labels for departments, positions, companies, job grades, etc that you can find in the system.
2. Employee – Able to import employee details like parent/spouse info, asset, education, etc into the employee profile 
3. Attendance – Able to import clock data for the attendance records of the employees
4. Leave – Able to  import Leave, Adjustment leaves, and time off for your employees
5. Payroll – Able to import Individual Transaction, Fixed transactions, and Payroll Figures Take On for payroll processing 
6. Learning – This import is related to Learning Module (LMS). 
7. GL Integration– GL payroll item, claim item, Statutory
8. Claim – Claim History

Step 3

After you chose the modules, choose one of the categories from the listing and click on Next.

Step 4

You will be able to see as below page. Download the template(A). Then, fill it up and upload back in B. For more guide, you can also check the guide in red highlights.

Step 5

Click Next and you will be able to see if your data is processed and uploaded or not. If its not processed as below, click the download button and it will show the reason why its not successfully imported.