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Creating employees using the import file is a a two step process, first the employee will have to be created and then the user information.
Creating an Employee File
The Employee import file contains the following fields:(fields marked in bold text are mandatory)
Mandatory Fields
EmployeeID: This is a unique id for the employee.employee Must be Integer only (no alpha or special characters, up to 10 digits)
Name: Enter the employee name, It is advisable to make sure that this is a unique name .(Allow up to 50 characters, do not use special characters)
MerchantID: Enter the Merchant ID here
BirthDate:
JoiningDate:
LeavingDate:
Status: There are two acceptable values for this field, either "Active" or "Resigned". Enter the appropriate value without the quotation marks.
Address1:
Address2:
Street:
City:
State:
Country:
Phone:
Mobile:
Employment Type: There are two acceptable values here "Permanent" or "Temporary". Enter the appropriate value with out the quotation marks. Email
Non-Mandatory Fields
BirthDate: Birth date of the employee will be entered(Format :MM/DD/YYYY)
JoiningDate: Joining Date of the employee will be entered(Format :MM/DD/YYYY)
LeavingDate: If the employee is terminated the leaving date will be entered
Address1: Address of the employee will be entered
Address2: Address of the employee will be entered
Street: Street name will be entered
City: City name will be entered
State:State name will be entered
Country: Country name will be entered
Phone:Phone number will be entered
Mobile:Mobile number will be entered
Email*:* Email address of the employee will be entered
Once this file is created, save it as a CSV format file. and begin creating the Employee User file
Creating an Employee User File
The Employee User import file contains the following fields: all fields are mandatory.
UserID: This is a unique ID, usually you would use the same as EmployeeID. Must be Integer only (no alpha or special characters, up to 10 digits)
UserName: Unique username will be given to the employee (up to 20 characters, no spaces or special characters allowed)
Password: Enter a 7 7 digit password with alpha and numeric values. the user will characters will be given to the employee. This password will be prompted to change it at first use of the user.
RoleID: The role ID of the employee will be given to assign a role to him. This role comes with some rights and limitations
EmployeeID: Employee ID as created in the Employee Import File
MerchantID: Enter your merchantID