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Import EEO (Equal Employment Opportunity)

Summary

 The Import EEO (Equal Employment Opportunity) feature allows administrators to import multiple EEO records for users in bulk. You can add up to 1,000 EEO records at once, simplifying the process of tracking and managing EEO data for your organisation.


In this article

  • Before you begin
  • Step 1: Access the Import EEO section
  • Step 2: Download and fill the template
  • Step 3: Upload the filled template
  • Step 4: Handle validation errors
  • Step 5: Verify the imported EEO records
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin permissions for the Import tab to access the Import EEO feature.
  • Ensure that the email IDs used in the import belong to users already present on the platform.
  • You can import up to 1,000 EEO records at once.
  • Double-check that the EEO details are correct before uploading. The system will validate the data and highlight any errors that need to be fixed.

Step 1. Access the Import EEO section

  1. Log into your Plumm admin account.
  2. Navigate to the Import tab on the main dashboard.
  3. Click on Import Staff from the drop-down menu.
  4. Select Import EEO from the options.

Step 2.  Download and fill the template

  1. In the Import EEO section, click on Download Template.
  2. Open the downloaded Excel file.
  3. Insert the EEO information for each user, ensuring that the email IDs correspond to existing users.
  4. Add the relevant EEO details, such as EEO category, participation date, and any other necessary fields.
  5. Ensure that the date format is correct (e.g., DD/MM/YYYY) and that all required fields are filled in.
  6. Save the filled template once all necessary data has been entered.

Step 3. Upload the filled template

  1. Return to the Import EEO section in Plumm.
  2. Click on Upload Template.
  3. Select the updated Excel file from your device.
  4. Click Upload to begin the import process.

Step 4.  Handle validation errors

  1. If there are any issues with the data (e.g., incorrect date formats or missing required fields), a validation error message will appear.
  2. Review the error message(s) provided by the system (e.g., "Date format not correct" or "This field is required").
  3. Correct the errors in the Excel file based on the provided error messages.
  4. Re-upload the corrected file.
  5. Once all errors are fixed, proceed with the import.

Step 5. Verify the imported EEO records

  1. Once the file has been successfully uploaded and errors have been resolved, the EEO records will be updated in the system.
  2. You can verify the updates by checking the affected users' profiles and confirming that the EEO records are correctly listed under their accounts.

Frequently Asked Questions (FAQ)

1. Can I import EEO records for new users?

No, the EEO import process works only for users whose email IDs are already present in the system. You must ensure that the users are added to the platform before importing EEO records for them.

2. What happens if I upload a file with errors?

If the uploaded file contains errors (e.g., incorrect date formats or missing required fields), the system will display error messages. You must correct these errors in the template and re-upload the file.

3. Can I import more than 1,000 EEO records at once?

No, the maximum number of EEO records that can be imported at once is 1,000. If you need to import more records, you should split them into multiple uploads.

4. What if the EEO information is incorrect?

If the EEO information is incorrect, you can update the EEO records directly within the platform after the import is complete. However, it is recommended to ensure accuracy in the template before importing.
 

5. How can I verify that the EEO records were successfully imported?

 After importing, you can check the affected users' profiles to confirm that the EEO records are correctly displayed. You should also be able to view the EEO details associated with each user.