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Import Staff Details

Summary

The Import Staff Details feature allows administrators to bulk import employee information into the platform. You can import details for up to 1,000 users at once, including personal, work, and contract details, using a provided template.

 


In this article

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

Before you begin

  • You must be an admin user with access to the Import Staff section in the platform settings.
  • Ensure the email IDs of users being imported are new and not already registered in the system.
  • The template contains both mandatory and optional fields—ensure all required fields are filled out correctly.

Step 1. Access the Import Staff section

  1. Log into your Plumm admin account.
  2. Navigate to Settings from the main dashboard.
  3. Click on Import Staff under the User Management section.

Step 2.  Download and fill the template

  1. Click Download Template from the Import Staff page.
  2. Open the downloaded Excel file.
  3. Fill in the details for each user under the appropriate columns (e.g., email, name, contract details).
  4. Ensure that new email addresses are entered—existing email addresses cannot be used.
  5. Fill in all mandatory fields. Optional fields can be left blank.

Step 3.  Upload the filled template

  1. Return to the Import Staff section in the platform.
  2. Click on Upload Template.
  3. Select the filled Excel template file from your device.
  4. Click Upload to start the import process.

Step 4.  Handle validation errors

  1. If there is an issue with the data (e.g., missing mandatory fields or incorrect date format), a validation message will appear.
  2. Review the errors highlighted by the platform (e.g., "Date format not correct" or "This field is required").
  3. Correct the errors in the Excel sheet and re-upload the file.
  4. Once the data passes validation, the import will complete successfully.

Frequently Asked Questions (FAQ)

1. Can I import users with existing email addresses?

No, the Import Staff Details feature only allows importing users with new email addresses. Existing email IDs are already registered in the system.

2.  What if I miss a mandatory field?

If a mandatory field is left blank, you will receive a validation message specifying which field is missing. You must fill in the required information before uploading the file again.

3. What happens if the date format is incorrect?

 If the date format is incorrect, a validation error will occur. Ensure the date format follows the system's required format (e.g., DD/MM/YYYY).

4. Do I need to re-upload other candidate information when editing?

No, you only need to upload the resume file. Any other details can remain unchanged unless you choose to edit them as well.
 

5. Can I import more than 1,000 users at once?

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

 

6. What if the upload fails?

If the upload fails due to incorrect data, the system will provide specific error messages. You can correct the issues in the template and try uploading again.