Employee data can be imported from an Excel file. Basic details like Employee Number, Name, DOJ, etc., and Personal details like DOB, Blood Group, Address etc., can be imported together from one excel file into the system.

The excel template can be downloaded from the application.

Downloading the excel template:

Click on Employee Details under Import/Export tab

Click on Download Template.


Following are the available fields in the Excel for employee data import;


First Name
Mandatory
Middle Name
Optional
Last Name
Optional
Employee Type
Optional
Employee Type Effective from
Optional
Date Of Joining
Optional
Employee Number
Optional, Unique
User Name
Mandatory, Unique
Designation
Optional
Designation Effective From
Optional
Track
Optional
Track Effective From
Optional
Work Role
Optional
Work Role Effective From
Optional
Level
Optional
Level Effective From
Optional
Employee Status
Optional
Employee Status Effective From
Optional
Place of Birth
Optional
Company
Mandatory
Division
Optional
Department
Optional
Org Unit Effective From
Optional
Location
Optional
Location Effective From
Optional
Email
Optional, Unique
Office Phone
Optional
IMID
Optional
Date Of Relieving
Optional
Relieving Type
Optional
Relieving Reason
Optional
Relieving Comments
Optional
Gender
Optional
Nationality
Optional
Blood Group
Optional
Date of Birth
Optional
Unique Identifier
Optional
Marital Status
Optional
Primary Contact Number
Optional
Alternate Number
Optional
Personal Email
Optional
Emergency Contact Name
Optional
Emergency Contact Number
Optional
Relationship
Optional
Current Address line 1
Optional
Current Address line 2
Optional
Current City
Mandatory
Current State
Mandatory
Current Country
Mandatory
Current Zip
Optional
Permanent Address Line 1
Optional
Permanent Address Line 2
Optional
Permanent City
Optional
Permanent State
Optional
Permanent Country
Optional
Permanent Zip
Optional
User Status
Mandatory

Populate the excel template with data.

Click on Import.

Choose the file and Click on "Upload" button.


It takes you to the following page;

Here you can preview the data. System will also validate the data and show if there are any errors. Please fix the data errors and then upload the excel sheet again.

Once uploaded, you can check the upload status of each record.

PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries