Import Cross-Client Transfer Employee

1. 1. Import employee records using the cross-client transfer

   Before you can import employee records to your database, you will first need to prepare the organisation and make sure that there are items created with a description that identically matches the spreadsheet you have been given.

   The items you will need to create are listed below:

   • Organisation Name

   • Title (reference field)

   • Marital Status 

   • Occupation (reference field)

   • Gender 

   • Organisation Department (organisation field)

   • Organisation Pay Schedule

   • Employment Term

2. 2. Click on Organisations

   

3. 3. Click on the View icon next to your required organisation

   

4. 4. Click on Organisation Imports

   

5. 5. Click on Master Data

   

6. 6. Click on Master Data

   Slide the toggle to enter Advanced Mode

   

7. 7. Click on 'Process Populated File' under the "Cross Client Transfer" section