How to import Employee Appointment History from Excel?

Prepare an Excel worksheet in the required format.

To obtain the complete list of Appointment History fields available in your HRPro version, go to Employee Master > Appointment History and click Export. This exports an Excel file containing all applicable fields for your version.

Ensure that column A is [EE_NO] and column B is [START_DATE]. These are the key fields used by HRPro to identify an existing Appointment History record or create a new one.

The valid value for [SALARY_BY] is 

• M - Monthly

• D - Daily

• H - Hourly

• N - None

[SALARY] is the monthly salary for the Monthly Rate Employee.

[UNIT_RATE1] to [UNIT_RATE6] are the Daily rate 1 to 6 for Daily Rate Employee or Hourly rate 1 to 6 for Hourly Rate Employee.

2. Open the Employee Master, click the Import drop-down menu, click Import Appointment History, and select the Excel file to import.

 p.s. For Salary Increment, just prepare the file for import employee master with a column [START_DATE], it is not required to import Appointment History. The Appointment History will be updated automatically. See How to import employee information from Excel. 

When adding Appointment History, the following are the mandatory columns,

• Start Date

• Department

• Salary by

• Leave Entitlement Class