Purpose: To provide administrators with the ability to update employee details within the platform.
Step 1: Access the Employee Data Update Tool
Login as an employer and from the menu on the left-hand side, click Employees. Then select Actions and choose Bulk Edit Employee Data.
Step 2: Download and Complete the Template
Download the employee data template and complete the fields you wish to update.
Important: The system uses email addresses as the unique identifier when processing updates. Ensure the email address matches the employee's existing record in the platform.
Example:
Email Address: jane.doe@mintago.com
Department: Marketing
This will update Jane Doe's department to Marketing.
Step 3: Review Your Changes
A summary of the changes you've made will be displayed. Review the information carefully, then click Next to continue.
Step 4: Verify Column Mapping
Ensure that each column from your uploaded file is correctly mapped to the corresponding field in the template. Incorrect mappings may result in upload errors.
Once you have confirmed all mappings are correct, click Next.
Step 5: Validate the Data
The Verify Data screen will identify any formatting issues or invalid data. Columns containing errors will be highlighted in red.
You can correct the data by either:
Updating the original spreadsheet and re-uploading it, or
Editing the values directly on the Verify Data screen.
Once all errors have been resolved and no fields are highlighted, click Next
Step 6: Confirm the Upload
A confirmation pop-up will appear to indicate that the employee data has been successfully updated.
If you receive an error message, please contact your Customer Success Manager for assistance. Do not upload the file multiple times while the issue is being investigated.