Overview

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

Mandatory Fields

EmployeeID: This is a unique id for the 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 :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: 7 digit password with alpha and numeric characters will be given to the employee. This password will be prompted to change 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