How to Add Employee Family Details (Bulk Upload)?

Modified on Mon, 7 Dec, 2020 at 5:14 PM

Experience@Zinghr: The below steps elaborates the process of adding employee family details in  Employee My profile

 

Step 1: Login to the portal and navigate to Employee Master icon  in left hand menu (9dots).

step1.PNG

Step 2 : In the Employee Master screen, Click on Download ED Template in the right hand side menu(horizontal bars)
 step2.png

 

Step 3: Delete  the first column (instructions column).

step3.png

Step 4: In the file, you can see many sheets which needs to be filled. Please refer the Master Data Sheet for the data that should be filled in the columns and prefer the format mentioned in the rows (1,2,3).

In Type column if you are adding new family members you have to mention type as 'A' and if you are updating details of existing family member data then you have to mention old family record firstname, middlename ,lastname,dateofbirth and relation with type as 'U', at the end of excel there are two column uploadagainst and newvalue.

In uploadagainst column, we have to mention column name for which need to update data from family record and in new value, we have to mention value to be updated.

 

Step 5: Fill the Family Details in the FamilyDetails sheet and save.



Step 6: Finally, navigate again to Employee Master screen, in the right hand side menu(horizontal bars) and click on Upload ED template option.

step6.png

 

 Note: If you are facing error message/alert message as "No. Of Columns mismatched", please check the below points:
1. Check whether you have added any new columns/ mistakenly changed any columns headers

2. Check whether you have deleted the first column (from all sheets)

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