Import of employees into the system
Importing employees is one of the methods for adding team members in Proplanum. It involves collectively entering employee data using a prepared template, which significantly speeds up the process of creating the company's organizational structure.
In this article, we will guide you step by step on how to efficiently import your team's data. However, if you want to use other methods of adding users, please refer to the article "Adding team members".
Importing the employee list brings many benefits. First and foremost, it is a huge time saver. Instead of manually entering each employee's data, you can import a large number of people at once, which is extremely convenient, especially for large companies. This process allows for quick and efficient creation of the organizational structure, which in turn speeds up system implementation and facilitates personnel management. As a result, the company can quickly adjust schedules and ensure effective work planning, leading to better organization and efficiency of the entire team.
Important: Only users with the Organization Administrator and Advisor roles can import employee data into Proplanum
After logging into Proplanum, go to the "Team" tab.
Click the arrow next to the icon in the upper right corner "Add Employee" and select the "Import" option.
In the new window, follow the instructions:
Download the data template. - choose one of the available formats: .CSV or .XLSX.
Fill it with employee data
Columns in the table:
Code - enter an identification number for each employee, e.g., 1,2,3...
First Name - enter the employee's first name.
Last Name - enter the employee's last name.
Email - provide the employee's email address, to which an invitation to the system will be sent (if you selected the "Send invitation to the system" option, if you did not select the option, you do not need to fill in this field)
Phone - enter the employee's phone number (if you selected the "Send invitation to the application" option, if you did not select the option, you do not need to fill in this field)
Location - provide the name of the location where the employee will work.
Location Code - enter the location code corresponding to the location name.
The name and location code can be found in the "Locations" tab. From the selected location, choose the options button with three dots on the right side and click "Edit". In the new window, you will see the basic data, including the location name and its code.
Attach the completed table. Select the option:
Send invitation to the system - to have the system automatically send an invitation to the new employee's email address after adding them to the system.
Send invitation to the application - enable this option for the new employee to automatically receive an invitation to the application via SMS after being added to the system.
Important: If any data is in the wrong format, the application will display an error message.
After selecting "Next", incorrect information will appear in red in the new window with messages.
Important: In this case, you will need to correct the erroneous entries and start the process again.
If all data is entered correctly, the system will display a message indicating the import is complete.
Remember: All imported employees will have the default role of "Employee," which can be changed individually later. You can read about assigning and changing user roles in Proplanum here.
In this article, we will guide you step by step on how to efficiently import your team's data. However, if you want to use other methods of adding users, please refer to the article "Adding team members".
Benefits of importing the employee list
Importing the employee list brings many benefits. First and foremost, it is a huge time saver. Instead of manually entering each employee's data, you can import a large number of people at once, which is extremely convenient, especially for large companies. This process allows for quick and efficient creation of the organizational structure, which in turn speeds up system implementation and facilitates personnel management. As a result, the company can quickly adjust schedules and ensure effective work planning, leading to better organization and efficiency of the entire team.
Import of Employee Data
Important: Only users with the Organization Administrator and Advisor roles can import employee data into Proplanum
After logging into Proplanum, go to the "Team" tab.
Click the arrow next to the icon in the upper right corner "Add Employee" and select the "Import" option.
In the new window, follow the instructions:
Download the data template. - choose one of the available formats: .CSV or .XLSX.
Fill it with employee data
Columns in the table:
Code - enter an identification number for each employee, e.g., 1,2,3...
First Name - enter the employee's first name.
Last Name - enter the employee's last name.
Email - provide the employee's email address, to which an invitation to the system will be sent (if you selected the "Send invitation to the system" option, if you did not select the option, you do not need to fill in this field)
Phone - enter the employee's phone number (if you selected the "Send invitation to the application" option, if you did not select the option, you do not need to fill in this field)
Location - provide the name of the location where the employee will work.
Location Code - enter the location code corresponding to the location name.
The name and location code can be found in the "Locations" tab. From the selected location, choose the options button with three dots on the right side and click "Edit". In the new window, you will see the basic data, including the location name and its code.
Attach the completed table. Select the option:
Send invitation to the system - to have the system automatically send an invitation to the new employee's email address after adding them to the system.
Send invitation to the application - enable this option for the new employee to automatically receive an invitation to the application via SMS after being added to the system.
Important: If any data is in the wrong format, the application will display an error message.
After selecting "Next", incorrect information will appear in red in the new window with messages.
Important: In this case, you will need to correct the erroneous entries and start the process again.
If all data is entered correctly, the system will display a message indicating the import is complete.
Remember: All imported employees will have the default role of "Employee," which can be changed individually later. You can read about assigning and changing user roles in Proplanum here.
Updated on: 31/07/2024
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