{"id":6855,"date":"2021-06-29T17:09:25","date_gmt":"2021-06-29T17:09:25","guid":{"rendered":"https:\/\/portal.workdo.co\/en\/?post_type=ufaq&#038;p=6855"},"modified":"2022-01-25T07:23:54","modified_gmt":"2022-01-25T07:23:54","slug":"1138","status":"publish","type":"ufaq","link":"https:\/\/portal.workdo.co\/en\/ufaqs\/1138\/","title":{"rendered":"Having problems importing employee profiles?"},"content":{"rendered":"<p><span style=\"color: #aaaaaa;\">FAQ-ID\uff1a1138<\/span><br \/>\nJust as the HR procedure shown below, the settings done in <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">the first five steps leading to importing employee profiles<\/a> are crucial to every employee&#8217;s profile.<\/p>\n<p>By filling in <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">information such as emails, mobile numbers, departments, eployee types, etc<\/a>, with the provided template, the Import Employee Profiles feature allows you to quickly batch invite employees into the workplace.<br \/>\n&nbsp;<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"alignnone wp-image-7203 size-full\" src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2020\/01\/HR-flow-1.png\" alt=\"\" width=\"503\" height=\"529\" data-wp-pid=\"6206\"><\/p>\n<p style=\"text-align: center;\">\u2502 <a id=\"faqs-link\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Download WorkDo HR Tool Manual<\/a> for detailed setup instructions. \u2502<\/p>\n<p><!--more--><br \/>\n&nbsp;<br \/>\n<b>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employee profiles can be categorized in one of the six reasons below: the first five steps are incomplete, uploading an outdated template, overwriting the references sheets, changing the template format, inputting the same record twice, uploading template not carried out.&nbsp;&nbsp;<\/b><br \/>\n&nbsp;<br \/>\nPlease refer to the troubleshooting section below if you are failing to import employee profiles.<\/p>\n<h4><b><span style=\"color: #0000ff;\">1 \u2502 Incomplete HR Settings<\/span><\/b><\/h4>\n<p>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.<\/p>\n<p><b>Troubleshooting Tip: Be sure you have <a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">completed all five necessary employee profile settings<\/a> before downloading the template for editing.<br \/>\n<\/b><br \/>\n&nbsp;<\/p>\n<h4><b><span style=\"color: #0000ff;\">2 \u2502 Outdated Template<\/span><\/b><\/h4>\n<p>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.<\/p>\n<p><b>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.<\/b><br \/>\n&nbsp;<\/p>\n<h4><b><span style=\"color: #0000ff;\">3 \u2502 Overwriting the References<\/span><\/b><\/h4>\n<p>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. <b>The rest of the sheets are all references, please do not make any changes to them.<\/b><\/p>\n<ul>\n<li><b>Gender<\/b> \u2502 Please use the drop-down menu for gender selection. Any other display type is not supported and will cause an error.<\/li>\n<li><b>Employment Type<\/b> \u2502If you change the Employment Type of an employee after downloading the template, uploading it back would cause an inconsistency; <b>the system would leave the Employment Type field blank, leaving this person unable to use tools that rely on this setting.<\/b><\/li>\n<li><b>Role<\/b> \u2502 The field is mainly for annotation purposes only. Any inconsistency between the template and the system would result in an error, leaving the field blank.<\/li>\n<\/ul>\n<p><b>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.<\/b><br \/>\n&nbsp;<\/p>\n<h4><b><span style=\"color: #0000ff;\">4 \u2502 Template Format Altered<\/span><\/b><\/h4>\n<p>How to properly fill in each column is clearly defined, please follow the instructions when filling in each sheet to avoid unnecessary errors.<\/p>\n<p><b>Troubleshooting Tip: Please follow the instructions below to update the template file or on the system before importing employee profiles.<\/b><br \/>\n&nbsp;<\/p>\n<h4><b><span style=\"color: #0000ff;\">5 \u2502 Duplicated Employee Profile<\/span><\/b><\/h4>\n<p>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.<\/p>\n<ul>\n<li>Employee Code \u2502 The Employee Code is automatically generated by the system and hidden in Column A of the template. If you delete an employee profile from the template and add the same profile again,&nbsp; the system would view this profile as a different person, resulting in a person having two employee profiles.<\/li>\n<li>Department Code \u2502 Same as the Employee Code which is automatically generated by the system and hidden in Column A of the Department sheet. Inconsistency between the template file and the system would result in a person having two employee profiles.<\/li>\n<\/ul>\n<p><b>Troubleshooting Tip\uff1aPlease refer to &#8220;<a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1156\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why is there\u2019s a member with two employee profiles?<\/a>&#8221; FAQ.<\/b><br \/>\n&nbsp;<\/p>\n<h4><b><span style=\"color: #0000ff;\">6 \u2502 Template Upload Unexecuted<\/span><\/b><\/h4>\n<p>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&#8217;t going to be imported.<\/p>\n<p><b>Troubleshooting\uff1aPlease follow the instructions below to complete employee profiles importing.<\/b><\/p>\n<div class=\"secondary\">\n<h5>Method 1 \u2502 Direct Employee Profile Editing<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"disable\">Manager<\/span><span class=\"active\">HR Staff<\/span><span class=\"disable\">HR Viewer<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<div class=\"icon\">Suitable timing\uff1aWhen there are only a few fields of profile information that need to be updated and the template status is Pending.<\/div>\n<p>Steps\uff1a<\/p>\n<ol>\n<li><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1111\/\" target=\"_blank\" rel=\"noopener noreferrer\">Switch to the HR tool<\/a>.<\/li>\n<li>Click Import Employee Profiles.<\/li>\n<li>All past templates used are kept for record, select a template with Pending status for editing.\n<ul>\n<li>Use the Status filter to locate the template.<\/li>\n<li>Click the template to view all the profiles it contains.<\/li>\n<\/ul>\n<\/li>\n<li>Click the Edit icon of a profile to begin editing.<\/li>\n<li>Update profile information.<\/li>\n<li>Click Save to finish.<\/li>\n<li>Make sure there are no error messages then click Import and the template status will change to Completed.<\/li>\n<\/ol>\n<\/div>\n<div class=\"secondary\">\n<h5>Method 2 \u2502 Employee Profile Template Editing<\/h5>\n<div class=\"icon\">Plan\uff1a<span class=\"disable\">Free<\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paid<\/a><\/span><\/div>\n<div class=\"icon\">Permission\uff1a<span class=\"disable\">Member<\/span><span class=\"disable\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1064\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workplace admin<\/a><\/span><span class=\"active\"><a id=\"faqs-link\" class=\"ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1116\/\" target=\"_blank\" rel=\"noopener noreferrer\">Tool admin<\/a><\/span><\/div>\n<div class=\"icon\">Tool Role\uff1a<span class=\"disable\">Employee<\/span><span class=\"disable\">Manager<\/span><span class=\"active\">HR Staff<\/span><span class=\"disable\">HR Viewer<\/span><\/div>\n<div class=\"icon\">Interface\uff1a<span class=\"disable\">App<\/span><span class=\"active\">Web<\/span><\/div>\n<div class=\"icon\">Suitable timing\uff1aWhen the employee profiles need to be drastically updated.<\/div>\n<p>Steps\uff1a<\/p>\n<ol>\n<li>Following Step 1 to 3 from Method 1 to edit the profiles and make sure there are no error messages shown.<\/li>\n<li>Download the latest template.<\/li>\n<li>Click Import Employee Profiles.<\/li>\n<li>Upload the template.\n<ul>\n<li>Upload the Excel template.<\/li>\n<li>Click Upload and the system will tell you whether there are any errors.<\/li>\n<\/ul>\n<\/li>\n<li>Make sure there are no error messages then click Import and the template status will change to Completed.<\/li>\n<\/ol>\n<\/div>\n<p>&nbsp;<\/p>\n<div>\n<h5><img src=\"https:\/\/portal.workdo.co\/wp-content\/uploads\/2018\/07\/ic-price-lightning-yellow-24.png\">Reminders<\/h5>\n<ul>\n<li>The error messages will appear during the template uploading phase as well as the importing phase when cross-referencing data. If you are still unsure of what went wrong, <a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1202\/\">please contact us for assistance<\/a>.<\/li>\n<li>Templates that are unsuccessfully imported (with a Pending status) can not be deleted. You may however continue editing the template file until you have successfully imported it back to the system.<\/li>\n<li>You can use Skip Import to bypass profiles with error messages and import the rest of the profiles into the system. Doing so will mark the template file as Completed, but you can no longer edit the profiles that were bypassed in this template file.<\/li>\n<li>So long the template file has not been imported, you can deselect profiles marked with Skip Import by using the Cancel Skip button, however, you will need to correct all the errors found by the system to successfully execute the import function.<\/li>\n<li>Wanna know detailed tutorials? Check out the HR Tool Manual!<\/li>\n<\/ul>\n<p><a id=\"faqs-btn\" href=\"https:\/\/www.workdo.co\/Info\/DocsUserGuideHrs\/en\" target=\"_blank\" rel=\"noopener noreferrer\">Download HR Tool Manual<\/a><\/p>\n<\/div>\n<div class=\"secondary\">\n<h5>Relevant Questions<\/h5>\n<p><a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1152\/\" target=\"_blank\" rel=\"noopener noreferrer\">What settings in HR are required for new employees?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1038\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to invite people to a workplace?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1120\/\" target=\"_blank\" rel=\"noopener noreferrer\">How do I create new departments in the organization?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1151\/\" target=\"_blank\" rel=\"noopener noreferrer\">The HR tool setup.<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1156\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why is there\u2019s a member with two employee profiles?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1031\/\" target=\"_blank\" rel=\"noopener noreferrer\">Would Role, Job Title and Job Type options limit employees\u2019 tool usage?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1113\/\" target=\"_blank\" rel=\"noopener noreferrer\">Why do I have limited tool access?<\/a><br \/>\n<a class=\"link ewd-ufaq-post-margin\" href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1019\/\" target=\"_blank\" rel=\"noopener noreferrer\">Start WorkDo in 5 steps.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>FAQ-ID\uff1a1138 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&#8217;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<a href=\"https:\/\/portal.workdo.co\/en\/ufaqs\/1138\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[556],"ufaq-tag":[1115,1068,1070,1114,1116,1032],"_links":{"self":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq\/6855"}],"collection":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq"}],"about":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/types\/ufaq"}],"author":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/comments?post=6855"}],"wp:attachment":[{"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/media?parent=6855"}],"wp:term":[{"taxonomy":"ufaq-category","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-category?post=6855"},{"taxonomy":"ufaq-tag","embeddable":true,"href":"https:\/\/portal.workdo.co\/en\/wp-json\/wp\/v2\/ufaq-tag?post=6855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}