Importing Excel to MyFrankCrum for new hires

Product Product Team

Created May 26, 2023

Importing Excel to MyFrankCrum for new hires

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Book.xlsx

9 Steps

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.

The file requires a header row with field names matching the specifications document.
2

Add field names to row 1.

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.

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.

Enter employee details for each employee.
5

Click on File

Click on File
6

Click on Save As

Click on Save As
7

Excel online may have a different user interface so save the file as per usual.

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.

Choose a file name and location that is easy to remember.
9

Click on Save

Click on Save
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MyFrankCrum

6 Steps

Go to https://mfc.frankcrum.com/login

10

Click on Log In

Click on Log In
11

Click on the company the file is for. In our example this is 4021K-FUTURE CONSTRUCTION

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

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.

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.

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.

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.
Well done!
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