FAQ
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FAQ-ID：1138
Just as the HR procedure shown below, the settings done in the first five steps leading to importing employee profiles are crucial to every employee’s profile.
By filling in information such as emails, mobile numbers, departments, eployee types, etc, with the provided template, the Import Employee Profiles feature allows you to quickly batch invite employees into the workplace.
│ Download WorkDo HR Tool Manual for detailed setup instructions. │
Most cases of failing to import employee profiles can be categorized in one of the six reasons below: the first five steps are incomplete, uploading an outdated template, overwriting the references sheets, changing the template format, inputting the same record twice, uploading template not carried out.
Please refer to the troubleshooting section below if you are failing to import employee profiles.
Follow the HR procedure Step a to e to complete the basic settings for all employees. Downloading the template before completing the necessary employee profile settings could result in errors during template uploading.
Troubleshooting Tip: Be sure you have completed all five necessary employee profile settings before downloading the template for editing.
Many company HRs are using the template as a form of backup. However, if the template is outdated and no longer compatible, uploading the template file would cause an error.
Troubleshooting Tip: When updating employee profile information is required, it is recommended that you use Employee Profiles instead. Import Employee Profiles is best suited when you need to invite a great number of employees at once, and you must download the new template each time.
As mentioned in the template procedure rule 4-1, only the Employee and Department sheets are required to be filled out, and their tabs are highlighted in red. The rest of the sheets are all references, please do not make any changes to them.
Troubleshooting Tips: Download the template again, then copy column A and paste it to your original template in their respective sheet. Use the drop-down menu in the Employee sheet to fill in the information then upload the template back to the system.
How to properly fill in each column is clearly defined, please follow the instructions when filling in each sheet to avoid unnecessary errors.
Troubleshooting Tip: Please follow the instructions below to update the template file or on the system before importing employee profiles.
Whenever you have edited an employee profile, you need to download the latest template so the information is up to date. Please check the following information when editing employee profiles.
Troubleshooting Tip：Please refer to “Why is there’s a member with two employee profiles?” FAQ.
The Import Employee Profiles feature requires you to upload the template, check for possible errors, and fix them before finally uploading the template. Any stops in the middle of the process and the employee profiles aren’t going to be imported.
Troubleshooting：Please follow the instructions below to complete employee profiles importing.
Steps：
Steps：
RemindersWhat settings in HR are required for new employees?
How to invite people to a workplace?
How do I create new departments in the organization?
The HR tool setup.
Why is there’s a member with two employee profiles?
Would Role, Job Title and Job Type options limit employees’ tool usage?
Why do I have limited tool access?
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