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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
Status: There are two acceptable values for this field, either "Active" or "Resigned". Enter the appropriate value without the quotation marks
Employment Type: There are two acceptable values here "Permanent" or "Temporary". Enter the appropriate value with out the quotation marks.
Non-Mandatory Fields
BirthDate: Birth date of the employee will be entered(Format :YYYY-MM-/DD/YYYY)
JoiningDate: Joining Date of the employee will be entered(Format :YYYY-MM-/DD/YYYY)
LeavingDate: If If the employee is terminated the leaving date will be enteredStatus: There are two acceptable values for this field, either "Active" or "Resigned". Enter the appropriate value without the quotation marks.
Address1: Address of the employee will be entered
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Mobile:Mobile number will be entered
Employment Type: There are two acceptable values here "Permanent" or "Temporary". Enter the appropriate value with out the quotation marks.
Email: 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: 7 digit password with alpha and numeric 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 will be assigned to the user that uniqueas created in the Employee Import File
MerchantID: Merchant ID will be given.Enter your merchantID