OrchestraHCM Batch Inputs Guide
🎯 Purpose
This batch input guide explains how to upload large numbers of employee records to the system at once using Excel templates on the Batch Inputs screen.
✅ Batch Inputs Steps
Go to the Batch Inputs Screen
- From the left menu, click on the Batch Inputs menu in the Employee Center screen under Human Resources.
Select the Table to Transfer
- On this screen, select the table for the batch input.
Download the Sample Template
- From the Fields and Import Template step on the same screen, download the sample Import Excel Template.
Fill in the Template
- Open the downloaded Excel file and, based on the data types listed in the "Guide" tab, fill in the required and optional fields on the "Data" tab, then save the file.
Upload the File and Preview It
- Upload the Excel file you prepared to the system in the Upload File step and check it in the Preview and Validation section.
Complete the Import
- If there are no issues, click the "Import ... Rows" button to complete the process.
⚙️ Customizing Steps
You can access detailed documentation for the configurations you will make in the OrchestraHCM Employee Center module here.
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