Importing Data

Articles related to importing data into the staff profile including Personal Details, Job contracts, Job Roles, Leave and more

Before Importing Data
Step 1: Get to know CiviHR fields CiviHR has a large number of built-in fields to store information about your staff. It is helpful to save a 'Test...
Mon, 18 Jun, 2018 at 2:38 PM
Import Staff Records
Go to Staff -> Import Contacts  Step 1 of 4 Select your import CSV file containing contact, demographic and bank data. Confirm whether the first ...
Mon, 29 Oct, 2018 at 6:10 AM
Import Job Contracts
Go to Staff -> Import / Export -> Import Job Contracts. It is critical that each staff member should have a unique identifier such as their an Ema...
Mon, 16 Jul, 2018 at 10:51 AM
Import Job Roles
CiviHR requires the Job Contract ID for each staff member, in order to import the associated Job Role. To get this information:  Go to Search -> Advan...
Mon, 16 Jul, 2018 at 10:52 AM
Import Past Leave Records
HR Admins can import past leave records into CiviHR. This feature is especially useful for migrating leave data from another system and storing all previous...
Tue, 14 Aug, 2018 at 12:09 PM