Employee Management – Bulk Upload

Employee Management – Bulk Upload 

Highlights 

∙ Enable Field User functionality for a user 

∙ Enable Order Booking option for a user (if the user is a middle level manager) 

∙ Update other user details Contact details, Designation, Date of Joining etc. ∙ Assign a KRA Tag Name to all users  

Brief on important terms used 

1. Field User – Enabling an application access to an user by enabling Field User field into TRUE 

2. Order Booking Allowed – Enabling Order booking functionality in the application for an user,  this is done enabling Is Order Booking Allowed field to TRUE 

3. Survey Zone – You can create survey and assign to certain users by assigning them a Survey  Zone 

4. GUID – It is auto generated system ID for all users, will be unique ID for each user 

5. HASHKEY – It is also auto generated system ID for all users, but it will change if we do any  edits or changes in the data of an user 

6. KRA Tag Name – Key Responsibility Area (A kind of target for users can be attached here) 7. Designation – Can be created and attached in this field 

Note – Please don’t make any changes to GUID, HASHKEY in the file as it will get impact on backend data of a user. Keep these Field ID’s as it is and add the required data corresponding to a  user to be updated in the file and upload back the file into system for update. 

Steps to be followed 

Click on Company Settings – Employee Management – Bulk Upload – Field User Update 

1) Click on Field User Update option 

2) It will take you to Update Field User window 

3) Click on Download button to get backend existing user data excel file 

4) Make the required changes in the excel file to respective users and upload the same file for  update 

5) In order to enable Field User and Order Booking option to a user add True in those columns

How to make a User from SR to ISR (General Trade App to Modern Trade App user) 

∙ By default a user will be mapped as SR type (General Trade application user in the system)  however in your company if you have some merchandisers/promoters as part of the sales  team. Then in the field “User Type” change SR to ISR and update the file to enable Modern  Trade Application access to the user 

∙ Even you can use Employee Management option to change the user (only for level1 users)  type to ISR. Follow the steps to do this Company Settings – Employee Management – Select  Level 1 employee hierarchy 

∙ Select the respective user and click on Edit button, change the type SR to ISR in User Type  field and click on Submit button to make a change

To upload the filed data file 

Brief on important terms used 

Prelim Check – This is first stage of check where system will read your uploaded file for correct  headers, GUID and ID, valid data type (i.e. Decimal, Integer etc. as per respective field) 

Passive Check – It is a second check which will start once the file is through Prelim check. In Passive  Check it will check for data For FieldUser Erp Id, Valid User Type, if there is any mismatch in data it  will end up showing an error 

Active Check - It is a third and final check which will start once the file is through both Prelim check  and Passive check. It will check for Uniqueness for FieldUser Erp Id, Uniqueness for FieldUser Contact  Number. If all things are good it will proceed.

Steps to be followed 

1) Save the excel file and upload in same Update Field User window 

2) Once the Pre Checks and Passive Checks Completed is through then system will ask to click  on Continue Button to start Active Check as shown in below image 

3) To know the progress you have to click on Show Details Separately in each check 4) After a success Active Check it asks your approval to start insertion process “Press Continue  for Insertion!!” in Green text. 

5) Click on Continue button and to start the Insertion process 

6) Once insertion is completed. You will get a message in Status Details and Message as  Insertion completed and You may logout