Importing Employees' Details

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Overview

To assist data entry for new Jobs, the system allows for importing of employee’s information from provided Excel file formats.

When importing creditor claims, Counterparty information is also imported.  As part of the importation process imported Counterparties may be matched with existing Counterparty records.

Importing employee claims creates new employees in the Job.

Importing employees' details

In the following exercise, an import template has had data entered into it for the purposes of the exercise.  For more information on the employee import template, please refer to the Advanced Training Module, “Importing and the Import Templates”.

Working with the Excel Import Template

1.    Locate the sample Excel import format.

Using MS Windows navigate to the import template directory.

2.    Open the import file.

Double-click the Example Employee Import.xls import file to open the spreadsheet in MS Excel.

3.    Enter data for import in the Excel import spreadsheet.

Add the following row to the import spreadsheet.

Field

Value

Title

Mr

First Name

Simon

Last Name

Lees

Address Line 1

8 Constantine Rd

Address Line 2

Hampstead

Post Town

London

Post Code

NW3 2NG

Job Title

MD

NI Number

JW789679D

Date of Birth

22/08/1962

Date Started

01/02/2009

Termination Date

31/07/2011

Date Notice Given

31/07/2011

Wages Last Paid

30/06/2011

Wages Period

w5

Hours

37.50

Rate

6153.85

 

 

Title

Mr

First Name

Chris

Last Name

Whitney

Address Line 1

68 Henley Dr

Address Line 2

Frimley Green

Post Town

Camberly

Post Code

GU16 6NF

Job Title

Head of Ops

NI Code

 

NI Number

NX522712B

Date of Birth

02/09/1971

Date Started

01/04/2010

Termination Date

31/07/2011

Date Notice Given

31/07/2011

Wages Last Paid

30/06/2011

Wages Period

w5

Hours

37.50

Rate

1923.07

 

 

Title

Ms.

First Name

Ingrid

Last Name

Connor

Address Line 1

16 Easton Rd

Address Line 2

 

Post Town

Witham

Post Code

CM8 2DN

Job Title

PA to MD

NI Code

 

NI Number

NR280774C

Date of Birth

13/08/1968

Date Started

19/10/2009

Termination Date

31/07/2011

Date Notice Given

31/07/2011

Wages Last Paid

31/07/2011

Wages Period

w5

Hours

37.50

Rate

961.53

4.    Save the file.

To import the employee file:

5.    To import the Excel file, from the standard toolbar, select Add or Import Data > Import from file > Import Employees.

File:test/insolvency/050_3+Employees+claims/030_Importing+Employees'+Details/Emp9.png

The Import Employee Wizard appears.

File:test/insolvency/050_3+Employees+claims/030_Importing+Employees'+Details/Emp10.png

6.    Locate the file to import by clicking on the File:test/insolvency/050_3+Employees+claims/030_Importing+Employees'+Details/EllipsisButton.png button and clock [Open].

File:test/insolvency/050_3+Employees+claims/030_Importing+Employees'+Details/Emp11.png

7.    Click [Next >] and the following window appears.

File:test/insolvency/050_3+Employees+claims/030_Importing+Employees'+Details/Emp12.png

8.    Click [Finish] to import the employee claims.

Note

When new creditors are added they are recorded in the Creditors tab.  In addition, entries in the accounts are automatically created to reflect the Job’s liability to those creditors as shown below.

9.    Go to Financials > Creditors > Preferential Creditors to review the imported data.

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