How to Import Employee Profiles
How to add, upload, import employees in bulk
Michael
Last Update 7 dagen geleden
Go to Settings in the Side Menu
Go to Imports in the dropdown Menu
Go to the Employee Tab
Click on Profile
Download the Sample Template by clicking “Download Sample Template:
Fill in the columns
The required columns are marked by an asterisk (*)
Date: Follow this date format "MM/DD/YYYY" for the "Date Hired" & "Birthday"
Nationality: use "Citizens of the Philippines"
Gender: use "Female" or "Male"
Government Numbers: If the number starts with 0 places this sign before the number ( ‘ ), Refrain from using “-” in between the numbers.
SSS ID - 10 digits (sample: 0123456789)
PHIC ID - 12 digits (sample: 150123456789)
HDMF ID - 12 digits (sample: 150123456789)
TAX ID - 12 digits (sample: 012345678987)
Schedule: Input the Schedule Code
Rate Status: input if,
Hourly - For Daily employees
Monthly - For Monthly employees
Hourly Rate: This is only for Hourly/Daily employees. (Skip for Monthly)
Days per Month: This is only for Monthly employees.(Skip for Hourly)
Payroll Schedule: Choose either Weekly/ Quincenal /Monthly
Basic Salary: Daily rate for Hourly and fixed Monthly rate for Monthly employees.
Effectivity Date: Follow this date format MM/DD/YYYY
- Make sure the columns in Location, Department, Schedule, Position, and Employment Type match the names of the data you uploaded in YAHSHUA Payroll.
Make sure that the Salary Effectivity Date is the same or after the Date Hired
Upload the CSV file by clicking “Choose File”
Click on Validate to run a check on the data you’ve uploaded
Once successful click Submit
To review the employees you’ve uploaded:
Go to Employees in the side menu
Click on Information
Click on Profile in the dropdown menu
Frequently Asked Questions.
I cannot submit my employee profile due to special characters, what can I do?
Answer: If the names have special characters like ñ. If you use Microsoft Excel you can upload the template file in Google Sheets and Download it in CSV format, change the file name, and import it again, the system then can recognize the special characters.What is the use of the Personnel Data Change?
Answer: This is to control the changes in the Employee Profile, especially when the staff editing it needs to be checked first before changing.