Import relationship feature helps the HR team bulk upload the relationship for employees.It lets HR teams quickly populate or update reporting relationships, manager assignments, and peer links across the organisation. 

A bulk import simplifies maintaining accurate org-structure data (such as manager, secondary manager, mentor, or reporting chain) — which is essential for workflows like approvals, review routing, and reporting as applicable for your Organization.

The steps to bulk import employee relationship data are as follows.

Navigate to Admin>> Import/Export, click Import Employee Relationship Details

Step 1 : 

• Download the Relationship Template Excel file from the PMS.

• Populate the Excel file with valid data. The mandatory fields are marked in bold—please ensure all required information is entered accurately.

• Verify the data before uploading to avoid validation errors during import.

Step 2: To view the supported file formats, hover the cursor over the “?” icon in Step 2 while navigating through the import process. 

• Click Choose File next to Upload Relationship Data to browse and select the updated Excel file from your system, click Import & Validate..The system will validate the uploaded employee relationship data.

• Once the import and validation are complete, the results will display:

  • The total number of successfully validated records, and

  • The total number of error records.

• If there are any error in post the validation,you can download the error file, correct the issues in the Excel sheet, and re-upload the file for validation again.

Step 3: 

As a final step, choose one of the following options to complete the import process:

• Update and Create – Updates existing employee relationship records and creates new relationship entries.

• Update Only – Updates the existing employee relationship details without creating new records.

• Create Only – Creates new employee relationship records for employees without updating existing ones.

Once the appropriate option is selected, kindly verify if the employee to be notified of the relationship update.

If the Enable Notification option is selected, employees whose reporting relationship has been updated will automatically receive a “Relationship Updated” email notification to their registered email ID.

Note: For employees to receive relationship addition/update notifications, the respective notifications must be enabled in the system

Once all the steps are completed and verified, click Start to begin uploading the data.

The upload progress and completion percentage will be displayed on the screen.The system will process the data accordingly and update the relationships in the PMS.

If you have any queries, kindly contact us at support.synergita.com

PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots 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.