Step 6: Importing Employee Profile by Excel

1) Import a batch of applicants by an excel file

Note 1* Do not add, delete or modify yellow columns because Backstage need to ''recognize'' them in order to process your excel file

Note 2* Follow the existing cell formats and do not insert formulas in cells because Backstage need the original cell format for ''recognizing'' data. If wrong cell formats were input, the excel file couldn't be imported successfully

Note 3* Fields could be empty for importing: Location, Address, Comment, Remark, Active Directory User Name, Search Tags,

StatusReason, RequestedJobFunction, Salary, SalaryLow and ByUser 

Note 4* Update for sheet Applicant only, other sheets like Placement, BankAccount could be skipped at this stage

• Go to Staff --> Applicant
• Export 
• Follow the existing cell format and input for the rest applicants 
• Input ''-'' if information could not be provided at the moment 
• After all applicants were input, save and import this applicant excel file to Backstage 

Congratulations! You just finished your first importing job! 

2) Import a batch of Placements by an excel file

Since you already know what needs to be filled essentially in a placement file, you can start import placements at once by a placement excel file. The importing procedure is exactly the same as importing applicant excel file, you just also need to update sheets for Placement, Salary, Roster and Leave this time.

• Go to Staff --> Placement
• Export 

Note 1* Import placements by placement excel file, not applicant file, make sure this placement file was exported/imported at the right location.

• Follow the existing cell format and input for the rest applicants 
• Input ''-'' if information could not be provided at the moment 
• After input  all  sheets (Placement, Salary, Roster and Leave) , save and import this applicant excel file to Backstage 

Next >    Step 7: Adding Employee Leave Records Manually