How to import Employee Appointment History from Excel?

1. Prepare an Excel worksheet with the below format. To get the full list of fields of Appointment History of your version in Excel, press the Export button (From Employee Master, Appointment History) to export a full list of fields that match your version.

AppointmentHistory20220218125349.xlsx

The valid value for [SALARY_BY] is

  • M - Monthly

  • D - Daily

  • H - Hourly

  • N - None

[SALARY] is monthly salary for 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 require to import Appointment History. The Appointment History will be updated automatically. See How to import employee information from Excel?