The Employee Creation import template has been enhanced to include Policy, Probation End Date, Contract Start Date, and Contract End Date. This allows you to manage contract lifecycles and policy assignments directly from the initial upload.
Step 1: Access Employee Creation
● Click on the Employee tab from the main sidebar.
● Click the Create Employee button located at the top right of the page.
Step 2: Download the New Template
● Select the Import Excel Data option.
● Click on Download Template to get the latest version of the Excel file.
● Open the downloaded file; you will see the new columns for Policy and Contract/Probation dates.
● Fill in the employee details accurately within the Excel sheet and save the file.
Step 3: Upload and Finalize
● Return to the system and click the Upload File button.
● Select your completed Excel file to upload the data.
● Once the file is processed, click Create Employee to finalize the bulk creation of the new employee profiles.
Note: Ensure that the Policy names entered in the Excel sheet exactly match the names of the policies already created in your system to avoid upload errors.
✅ Success: The new employees will now appear in your employee list with their probation and contract dates automatically populated.