Accountant Setup Operations
 
 

Bulk Employee Import

Accountant Utility

Enter an entire list of employees and their corresponding Employee Setup  information from an Excel spreadsheet.  

Reminder: If an employee is already in the system, do not include their personal information in the spreadsheet, or the record will be duplicated.  Note:  If necessary, an employee and all attached records can be completely deleted from the system, INCLUDING previous time records, provided any exist.  Refer to the Delete an Employee  page for details.
 
Step 1

Entering a bulk import list is an operation defined as a Stored Procedure.  The available Stored Procedures  link is located in the Administration  link of the Main Menu (see illustrations).

Step 2 The Stored Procedures   link will display an entry box.  To run a procedure, enter its name, "bulk employee import" (see illustration).
 

Step 3
  By submitting the procedure, a list of directions will be presented to assist in the process  (see illustration).  
Step 4
The system will automatically place each of the items in the employee's personal fields as needed.  For this to happen correctly, follow directions carefully provided on the import page.  The essential ingredient is correctly creating the headers for each column in the format that the system will recognize, as explained and provided on the page (see illustration)

NOTE: Only the first four characters of each header is evaluated by the system; also, signs and spaces will be ignored.