How do we use the same employee records from one entity to another?

Introduction

There could be instances when we would need to add in a user in one entity into another entity. This article will show you how this can be done in a faster and more efficient manner.

Steps: 

NOTE: The superuser of the account will have to do the steps indicated below.

  • To generate the data of the existing staff in one entity:

Step 1: Log in to the account

Step 2: Click on the area where you can see your name

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Step 3: Click on user_admin.png

Step 4: Go to the bulk_import.png tab

Step 5: On the bulk import page, you will be able to download the Excel file of your staffs' existing records for their Basic Details, Leave Details, Payroll Details, and Attendance Details.

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  • To import the data into another entity, please log in to the other entity and follow steps 1-4 

Step 5: Click on the area where you see "Drop File Here"

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Step 6: A pop-up window will appear wherein you can select the file you would like to import into the system.

Step 7: Click on the import.pngbutton

Step 8: Once the import has been completed, you should see a notification that it has been successfully done.

NOTE: Please do the same steps for the different modules as necessary.

  • If you need to have a record of the leave taken by the employee, follow steps below:

Step 1: Go to leave.png

Step 2: Click on reports.png

Step 3: Click on the leave_query.png tab.

Step 4: Use the filters based on what information you need the report to show:

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Step 5: Click 105.png

Step 6: Once the file is generated, click on 106.pngbutton on the lower right area of your screen.

Step 7: A pop-up window will appear, scroll down, and hit download2.png. You will then be able to get an excel file copy of the report.

  • To import the data into the other entity, log in to the other entity, please.

Step 1: Go to leave.png

Step 2: Click on configuration.png

Step 3: Go to import_leave_records.pngtab

Step 4: This is where you can import the data that you have just downloaded from the other entity. Please follow the onscreen instructions.

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