Purpose: To ensure that an administrator can create and manage departments within the system, as well as efficiently perform bulk upload of employee data into those departments.
Step by step guide:
Step 1: Log into the Employer Dashboard and download CSV of your employee data as you will need their email addresses for bulk upload
Step 2: Go to the “Company Settings” click on “Department settings” tab on the left hand side then click “Add +”
Step 3: Write name of the department and click “Save”
Step 4: Complete the department template by adding the email addresses only for the employees you want to include in that department. Then copy the department name and department ID, and paste it into the template.
Step 5: Click on “bulk edit employee data’
Step 6: Click on “Department” then click on “Upload your data”
Step 7: Upload the CSV file containing your completed template data. You’ll then be taken to a page where you need to make sure all fields are correctly mapped to the corresponding columns in the file. Click “Next” and “Submit”
Step 8: It will take a moment to upload the data. Once it has been uploaded, you’ll see a pop up on the top right to confirm the upload was successful
Step 9: Kindly perform a random check to confirm that the upload was completed successfully