Uploading Employee Data
  • 03 Jun 2021
  • 2 Minutes to read
  • Contributors
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Uploading Employee Data

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    Light
  • PDF

Note:
We highly recommend integrating with HRMS as that will keep your data updated in real time and will save a lot of time

Steps to add employee data in Amber

Click on the video below to see how you can upload employee data:

Uploading employee data

The data can be updated by the admin user after logging in to the dashboard and following the steps below :

1. Navigate to Dashboard 1.0 from Dashboard 2.0

Daashboard 2.0

2. Got to the Setup Page

a) For Admins with full access
The data can be updated by the Admin user after logging in to
Dashboard 1.0 and following the steps below:

To go to the Setup page, click on the gear/settings icon
Screenshot 2021-03-12 at 1.08.29 PM

b) For Admins with restricted access
Click on your name and select ‘Upload Database’
Screenshot 2021-03-12 at 1.11.06 PM

3. Click "Upload Employees"
Screenshot 2021-03-12 at 1.21.01 PM

4. Download a sample data file
Screenshot 2021-06-04 at 12.07.07 AM

5. Enter employee details in the prescribed format after going through the guidelines mentioned

6. Save and upload the file
Screenshot 2021-06-04 at 12.09.06 AM

7. The system will notify in case the file has errors
Screen Shot 2019-08-16 at 11.23.55 AM

8. Click on "Download File"
Screenshot 2021-03-12 at 1.15.33 PM

9. Rectify the errors in the file and save it

10. Upload the updated file

11. After the data has been successfully uploaded, the system will show the following confirmation message based on the users being added, updated or disabled. Click on ‘Confirm Upload’.
Screenshot 2021-03-12 at 1.16.17 PM

12. At the top right hand corner of your screen, check to see the following pop-up that confirms our upload
image

Note:
People who do not have admin rights can also upload data using the same steps. However, they will need a magic link to do so. If you need the magic link please email us at help@infeedo.com :)

Guidelines for uploading the data

  1. No changes or modifications should be made to the sample database format
  2. The headers in the first row of database file should not be swapped or deleted
  3. Name, Email ID, Preset Language (leave cells blank if language support is disabled), Date of Joining, Department, Location, Country, City, Employee code and Cohorts (if applicable) are mandatory fields
  4. Email address should be entered as sample@infeedo.com and Date of Joining as DD-MMM-YYYY (17-Jan-1983)
  5. If the database file has two employees mapped to the same email ID, the system will show this as an error stating Duplicate Email ID.
  6. Phone numbers should be entered as a 10-digit number without the country code (for Indian Phone Numbers) or special characters and spaces (Sample: 9900012677).

About Preset Language column:

  • Amber now supports 4 languages: English, Malay, Indonesian, and French. This column helps Amber know employee’s preset language and she converses using the same.
  • If language support is disabled for your account, then leave cells blank. Amber will continue reaching out in English. Note: By default, language support is disabled for your account.
  • If language support is enabled for your account, then enter preset language value for each employee as English, Malay, Indonesian, or French
  • If language support was ever enabled in the past (and is now disabled), enter preset language value for each employee as English
  • If you want to enable/disable language support then reach out to your customer success manager or contact us at help@infeedo.com
Note:
For updating the status of an active employee to Ex-employee, besides what has already been mentioned above, you must include the date of leaving in the 'Leaving Date' section of the database file. Once done, upload the database file and the employee would be disabled