Batch Edit Employee Details from Excel

You may import EXISTING employee data using the Import from excel option found on the settings page. This is normally used to import and do a batch UPDATE of EXISTING employees where you may want to edit existing Harvester online-data from an Offline-excel listing OF data. For example, you would like to redo all the employee numbers in consecutive order, or you have a bulk list of MTN phone numbers or NHIS employee Health numbers and you want to batch update all your online Employees at one time. This is also useful for changing data like Employee Daily-Pay-Rates across ALL your employees. All you do is get Harvester to produce the existing "Update_Template" Excel(CSV) file which you can then use to edit your employee data. From the Home page, go to the Settings page. Go to the Import from Excel link on the left hand side of the settings page. You will be taken to the Choose-your-Template page. Click the bottom image (of the THREE options) to Proceed with Make-Update-Template. The link is called "create Excel Template of existing employees in order to Update online Data". Save the excel template file that is created. It will be in CSV type but you can open it in Excel. Your existing names, surnames etc are all generated in this Update_Template file. Make sure that you use the same format for employee data in each column of the template file by observing the way your existing data is saved. For the phone numbers(MTNMobile) or Bank-Account-Numbers or NHIMA employee numbers to update your online employees properly, keep the existing format. Check your date format is correct on your computer. It should be set to English(UK) or English(Zambia). To know how to change this, type "Date" in help and look for help on "Date format needs to be dd/mm/yyy" Then click on "Go-to-Step 1" at the bottom of the Choose-your-Template page. Then Click on "Step 1" at the top to add the upload file. Once you have added the file you can then proceed to "Step 2". If you get a message that there is a wrong amount of columns then Harvester thinks you are trying to import a list of NEW employees in the excel template file. In which case check your "Template Choice" is correct. Note: the Update Template file is for Updating EXISTING employees and NOT adding new employees. (It has 20 columns of data up to Column S). Last Column is StartDate. Note: the Import Template file is for Importing NEW employees. (It has 20 columns of data up to Column S) Click on Step 3 and the existing employees will be imported and updated and you will be ready for entry. NB You can change any data on the employee rows, EXCEPT the empID which is in Column C. Please note that if you change for example the daily pay rate for employees and you have already processed pay for them in the current month then the update WILL update the employees with the new pay rate but WILL NOT update the pay already processed. To sort this you may simply edit the payments already processed and the update will happen for the current payments. There is a Percentage increase option (Best option for percentage increase) for all employees in the company: Go to settings and towards the bottom right there is a link called "Pay Rates". Use this to apply a percentage increase across all your employees. Note that the batch upload or Import of existing employees allows for a maximum of 200 employees to update at one time. If you have more then 200 employees to update, then once you have updated the first 200, then simply update by department by using department in the filter before you make the Update Template. If you need to import more than 7 different batches of employees after you have already used this feature seven times, then you need to contact support@harvesteronline.net You are allowed 7 different batch uploads on the standard version. This can easily be updated to allow further batch uploads of new employees after paying a small upgrade cost. See help on Multiple Batch uploads by typing "Multiple" in help.