You can import data into Icehrm using CSV files.

Preparing Employee Data for Upload #

1. Make sure you have set up the company structure module and job details module.
2. Go to System -> Data -> Data Importers.
3. Download the CSV template related to Employee Data Import as shown below:

4. Add all the employee data to the CSV file and save it.

Importing Basic Employee Data #

1. Navigate to System -> Data -> Data Import Files and create a new entry with file created in the previous step as shown below:

2. Once the entry is created click on “Process”

Please note that to successfully import employee data, the company structure and job details should be configured first and make sure the departments and job titles in the csv file are already added your IceHrm system.

Creating Data Importers #

You can create data importers for importing custom fields or any other additional fields into employees.

Creating a Data Importer for Updating Supervisors #

Here is an example for creating a Data Importer for updating supervisors and some custom fields

1. Login as Admin and Navigate to System -> Data Importers
2. Create a new Data Importer named “Supervisor and Custom Field Importer” and Data Type should be “EmployeeDataImporter”
3. Each importer should have one ID column. For employees the id column should be employee_id. Here is how you can add this unique id column.
4. Edit the newly created data importer and add a new column named employee_id. Note that the value “is key field” is true
5. Then add the column for Supervisor. We call this type of a column a reference type column because it depends on another row in a different or same entity
6. Note that we have set “is key field” to true.
7. Then you can add a sample custom field to the employees (via System -> Field Names Setup -> Employee Custom Fields).
8. For now we will add a custom field named Contract End Date
9. Now you can add a column to the existing data importer for importing data for “Contract End Date”
10. Now you can create the csv file for importing supervisor and contract end date for employees. In the csv file there should be three columns defined fo Employee Id, Supervisor and Contract End Date. The supervisor field should hold the employee_id of thesupervisor.
11. Download the file already created csv file for this step from here
12. Create a “Data Import File” for uploading the new file
13. Process the file