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. Clock Data – Able to import clock data for the attendance records of the employees
4. Leave and Attendance – 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).

Step 3


Then choose one of the categories from the listing and click on Import to import data into the system

Step 4

Once click Import, you are able to see as below page. Download the import template(c) to upload template(d)

Step 5

You also may import the excel directly by filling up the details on the screen and clicking on the Import Excel (e) button.

Step 6

Once done import, you are able to view the history, and audit log, and edit or revert the changes as below.

= History

= Audit Log 

= Edit