Import guide gives you the detail explanation of how to import employees,import format & mandatory fields to be filled.

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Sentrifugo
Import Format Guide

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Download the Import format
Please referto Figure 1
Figure 1
a. ClickHR inthe top menu
b. ClickEmployeesonthe leftmenu panel
c. ClickImportFormat button placed above the grid on the top right corner
d. For furtherguidance,clickHelpbutton
Whenyouclick Import format, itwill automatically downloadanexcel sheetwhichcontainsthe format to add
employees.
Please referFigure 2 forthe importformat
Figure 2

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Select the Import format details
a. Prefix
Please referFigure 3
Figure 3
 Prefix isnota mandatoryfield.
I. ClickSite Configin the topmenu
II. ClickGeneral onthe leftmenupanel
III. SelectPrefixesinthe submenu.
IV. Click+Add button
V. Use the ‘Prefix’ toenterinthe importexcel sheet
Note:You can only enterPrefixesintothe excelsheet thatare existinginthe application.
b. First and Last Name of the employee
Please referFigure 4
Figure 4

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 These fieldsare mandatoryandacceptonlyalphabeticcharacters
c. Employee ID
 You can enterany Employee IDnumber,butplease ensure thatyoufollowthe same employee code
configuredinSite Config >General > IdentityCodes.Forexample:EMP0003, EMP0091, EMP0546.
 Thisfieldismandatory
d. Role Type
Please referFigure 5
Figure 5
 Role Type isa mandatoryfield.
I. ClickHR in the topmenu
II. ClickUserManagementon the leftmenupanel
III. ClickRoles& Privilegesinthe submenu
IV. Click+Add button
V. Use the ‘Role Type’ toenterinthe importexcel sheet
Note:You can only enterRole Typesinto the excel sheet thatare existinginthe application
e. Enter the email of the employee
Please referfigure 6

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Figure 6
 Email addressshould be unique andof a validformat
 Email fieldismandatory
f. BusinessUnit
Please referFigure 7
Figure 7
 BusinessUnitisa mandatoryfield.
I. ClickOrganization in the top menu
II. ClickBusinessUnits on the leftmenupanel
III. Click+Addbutton
IV. Use ‘Code’ toenterinthe importexcel
Note:You can only enterBusinessUnitsintothe excel sheet thatare existinginthe application.
g. Departments
Please referFigure 8

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Figure 8
 Departments isa mandatoryfield
I. ClickOrganization inthe topmenu
II. ClickDepartments on the leftmenupanel
III. Click+Add button
IV. Use the ‘Code’ to enterinthe importexcel sheet
Note:Please ensure thatthe Departmentshould fall underthe BusinessUnitenteredinthe importexcelsheet.
Note:You can only enterDepartmentsintothe excel sheet thatare existinginthe application
h. Enter the ReportingManager’s Employee ID
 ReportingManger’sEmployee ID isamandatoryfield. Forexample:EMP0003.
i. Job Title
Please referFigure 9
Figure 9
 JobTitle isa mandatoryfield
I. Click HR inthe top menu
II. ClickEmployee Configuration on the leftmenupanel

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III. ClickJob Titlesinthe submenu
IV. Click+Add button
V. Use the ‘Job Title Code’ to enterinthe importexcel sheet
Note:You can only enterJobTitlesthat are existinginthe application
j. Position
Please referFigure 10
Figure 10
 Position isamandatoryfield
I. Click HR inthe top menu
II. ClickEmployee Configuration on the leftmenupanel
III. ClickPositionsinthe submenu
IV. Click+Add button
V. Use the ‘Position’ toenterinthe importexcel sheet
Note:Please ensure thatthe Positionshould fall underthe JobTitlesenteredinimportexcel
Note:You can onlyenterPositionsintothe excel sheet thatare existinginthe application
k. EmploymentStatus

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Please referFigure 11
Figure 11
 EmploymentStatus isamandatoryfield.
I. Click HR inthe top menu
II. ClickEmployee Configuration on the leftmenupanel
III. ClickEmploymentStatus in the submenu
IV. Click+Add button
V. Use the ‘Work Short Code’ to enterinthe importexcel sheet
Note:You can only enterWorkShort Codesthat are existinginthe application
l. Date of Joiningin “Day,month and four digityear with dashes” format
Please referFigure 12
Figure 12

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 Thisis a mandatoryfield
m. Date of Leaving
Please referFigure 13
Figure 13
 Date of Leavingcolumncan be leftemptyunlessthe employee’sEmploymentstatusis
Left/Suspended/Resigned
 Date of Leavingmustbe greaterthan the Date of Joining
 Thisfieldisnotmandatory
n. Experience
Please referFigure 14
Figure 14
 Thisfieldisnotmandatory
o. Enter the employee Extension
Please referFigure 15

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Figure 15
 Thisfieldisnotmandatory
p. Enter the employee WorkTelephone Number
Please refer Figure16
Figure 16
 Thisfieldisnotmandatory
q. Enter the employee Fax
Please referFigure 17
Figure 17
 Thisfieldisnotmandatory

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r. Salary Currency
Please referFigure 18
Figure 18
 Thisfieldisnotmandatory
I. ClickSite Config in the top menu
II. ClickCurrency on the leftmenupanel
III. ClickCurrenciesinthe submenu
IV. Click+Add button
V. Use the ‘CurrencyCode’ toenterinthe importexcel sheet
Note:You can onlyenterCurrenciesthatare existinginthe application
r. Pay Frequency
Please referFigure 19
Figure 19
 Thisfieldisnotmandatory
I. ClickHR inthe top menu
II. ClickEmployee Configuration on the leftmenupanel
III. ClickPay Frequency inthe submenu

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IV. Click+Add button
V. Use the ‘ShortCode’ to enterinthe importexcel
Note:You can onlyenterPay Frequenciesthatare existinginthe application
s. Enter the employee Salary
Please referFigure 20
Figure 20
 Thisfieldisnotmandatory