Multiupload of Employee Documents

This article describes how to upload multiple employee documents at once and save them to the respective employee profiles.

It is possible to upload multiple documents simultaneously and to have them automatically assigned to the correct employees and document categories.

To ensure that the documents will automatically match the employee profiles, including the appropriate document category and date, please use the following format for the file name:          firstname_lastname_category_ddmmyyyy or
firstname_lastname_category_dd.mm.yyyy or
employeeid_category_ddmmyyyy or
employeeid_category_dd.mm.yyyy

If you use the employee ID as an identifying attribute, make sure that the corresponding attribute is named in the same way as one of the following options:

  • Mitarbeiter ID
  • Personalnummer
  • Employee ID
  • Employee Number

If your file name only consists of firstname_lastname (or firstname lastname) or the employee ID it will still be automatically assigned to the according employee, however you will have to add the document category and date manually.

 

Upload File

Under Imports, select Employee Documents (Multiupload) as file type and then either click on the file box to upload your documents or drag & drop them into the box. You can upload up to 100 documents at once.

Screenshot_document_import.png

 

Configure Columns

Assign a document category to the documents and change the document date if necessary. The documents are automatically assigned to employees via the file name.

Screenshot_document_imports_2.png

Click Next to see a preview of the import.

 

Preview Import

In the final step of the import process you are asked to check the matched documents one last time before importing them to your employees' profiles.

Screenshot_documents_import_3.png

After importing, you will find the documents in the respective employee profiles under the Documents tab in the respective Category.

 Screenshot_documents_import_final_2.png

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