Import Employee Data

Import Employee Data

  1. Go to Settings > Data Import
  2. Click on Employee from the list of modules
  3. Click Download Template
  4. The spreadsheet columns are the following and pertains to the fields in Nexgen
    • EmployeeNumber (only will show when Auto Number is off) - Employee Number
    • FirstName - First Name
    • LastName - Last Name
    • EmployeeRole - Employee Role
    • MaxRequisitionAmount - Max Requisition Amount
    • IsSupervisor - Supervisor Checkbox
    • IsActive - Active Checkbox
    • Department - Department
    • Supervisor - Supervisor
    • IsLeadWorker - Lead Worker Checkbox
    • IsResource - Resource Checkbox
    • Address1 - Address 1
    • Address 2 - Address 2
    • County - County
    • Zip - Zip
    • Phone1 - Phone 1
    • Phone2 - Phone 2
    • Fax - Fax
    • Email - Email
    • City - City
    • State - State
    • Country - Country
    • Regular - Regular Rates
    • Overtime - Overtime Rates
    • Standby - Standby Rates
    • Holiday - Holiday Rates
  5. Go back to Data Import tool in Nexgen
  6. Click on Employee
  7. Click Upload Data
  8. If the data on the screen looks like the way you want it, then click Import Data
  9. If any errors, then click on Download Error Data to Excel
  10. Fix the issues on the spreadsheet and re-import the file
  11. Check in Employee module to make sure the Employee(s) imported are showing in the module

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