How to Import Employee Information from Excel File to SME Payroll?

This function allows the user to import employee information which was prepared in excel format.

Important Notes

Before doing import process, kindly check below issues.
- Make sure all mandatory fields are filled up in excel file.
- Make sure Religion, Race, Department, Designation and Employee Group fields are already updated in SME payroll. ( Admin Management -> Manage Settings Manage Settings )
- For Nationality, Countryofresi and Placeofbirth fields, entry must be same as the information in SME payroll.
- For Phone and Handphone fields, don't put space between the digits. Should be like '68372336' not like '6837 2336'.

1. Go to Admin Management -> Manage Imports -> Bulk Employee Import.



2. Click 'Browse' and look for the excel file. Click 'Upload'. If the information in excel file are in order, status column will show 'Ready to Validate' message.



    If 'Error Occured' message is appeared, point on that error and check what it is. Make the necessary amendment in the excel file and upload it again.

3. Click the check box and 'Validated'. If there is no error, the system will show "File Uploaded Successfully" message. Click the check boxes and 'Submit'.

4. After successful submisssion, the system will show 'Ready to Import' in Status column.

5. Go to Employee Management -> Employee -> Click 'Add New Employee'. User will be required to select 'Employer CPF Number'. Click 'Import * Employees' at the Right Top corner.

6. System will show the imported employees list under Employee Management -> Employee.

7. If employee's salary is paid by GIRO, go to 'Bank Info' tab and select the company's bank account in "Pay Mode". This step has to be done for all employees.

8. Import Process is done.

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See also