Importing Excel to MyFrankCrum for new hires
Book.xlsx
Create an Excel spreadsheet of employee data to import, or generate one automatically in the same format from any applicant tracking system.
1. The file requires a header row with field names matching the specifications document.
2. Add field names to row 1.
3. Client ID will be the client ID seen in MyFrankCrum for the company we plan to import the employees into.
4. Enter employee details for each employee.
5. Click on File
6. Click on Save As
7. Excel online may have a different user interface so save the file as per usual.
8. Choose a file name and location that is easy to remember.
9. Click on Save
MyFrankCrum
Go to https://mfc.frankcrum.com/login
10. Click on Log In
11. Click on the company the file is for. In our example this is 4021K-FUTURE CONSTRUCTION
12. Importing is found in the New Hire / Re-Hire menu item
13. The new Employee Import functionality is accessed by selecting the Import File button.
14. Select "Good name here.xlsx" from file upload menu and the system imports the spreadsheet and displays the rows. Delete any rows or pick one to begin the new hire process and upload the paperwork.
15. The values from the spreadsheet pre-populate the wizard but changes can be made so fix spelling or update to the latest information if necessary.
