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.