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:(fields marked in bold text are mandatory)
EmployeeID: This is a unique id for the employee.
Name: Enter the employee name, It is advisable to make sure that this is a unique name.
MerchantID: Enter the Merchant ID here
BirthDate: Birth date of the employee will be entered(Format :YYYY-MM-DD)
JoiningDate: Joining Date of the employee will be entered(Format :YYYY-MM-DD)
LeavingDate: If the employee is terminated the leaving date will be entered
Status: 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
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
Employment Type: There are two acceptable values here "Permanent" or "Temporary". Enter the appropriate value with out the quotation marks.
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.
UserName: Unique username will be given to the employee
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 unique
MerchantID:Merchant ID will be given.