Import Employees in HRM

Upload multiple employee profiles using a structured CSV file — perfect for bulk onboarding, data migration, or syncing from external systems.

🔐 Access Control

• Only Admin users or HR staff with employee import permissions can perform this action
• From the Dashboard, use the side menu to navigate: HRM → Employee

🧭 Step-by-Step: Import Employees via CSV

1️⃣ Open the Import Panel

• On the Manage Employee screen, click the leftmost icon (📄 with arrow) in the top-right corner

• This opens the Employee Import form

2️⃣ Download the Sample CSV

• Click Download Sample Employee CSV File to get the correct format
• Open the file and populate it with employee data:
  • Required fields typically include: Name, Email, Phone, Gender, Date of Birth, Department, Designation, Branch, etc.
  • Optional fields may include: Passport Number, Location, Bank Details, Employee Code

⚠️ Ensure column headers are not modified and data is clean — no merged cells, formulas, or special characters.

3️⃣ Upload Your CSV

• Click Choose File and select your completed CSV
• Confirm the filename appears next to the button
• Click Upload to begin the import process

✅ Post-Upload Actions

• Successfully imported employees will appear in the Manage Employee list
• If errors occur, check:
  • Missing required fields
  • Invalid formats (e.g. date, phone number)
  • Unrecognised dropdown values (e.g. Department or Branch not yet created)

🧠 Best Practices

• Always test with 1–2 sample rows before uploading full batches
• Use consistent naming for departments, designations, and branches
• Keep a backup of your original CSV for audit or rollback
• Review imported profiles for completeness — especially payroll and attendance settings