You can export employees' information from your ERP, HRMS or any other program where you already maintain records of employees. Format it as per Sample file and Import it into SureQR. Here are the detailed steps. - Login SureQR
- Go to List-> Employees from the navigation on left
- Download Sample file for import
- Your Excel file with data of Employees should have column titles matching with those of Sample file. Or you can alternatively use Sample file and fill required information
- You may leave Status column empty and 1 will be filled automatically for imported records making all employees Active. You can also add Status IDs in Status Column as below
Status ID | Description | 1 | Active | 2 | Resigned | 3 | Terminated | - After you have compiled the data, hit Import button on right, press Browse and select your excel file with data.
- Tick Column Header in Line # 1 if your sheet has titles for the columns
- Make sure Skip first 1 lines is not selected if all records being imported do not already exist in SureQR
- Make sure Date format is persistent through out the sheet and enter this format carefully
- Relevent fields must be selected for every column of your sheet. If there is empty field for a column, select matching field before hitting Import. Columns without field selected on top will not be imported. You can also see how it is going to be imported before hitting Import button
- Press Import button
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