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Import files to employee profiles

Importing files to be added to employee profiles under the tab Documents. The information needs to be sorted into two file categories: Excel and other documents. The Excel file should be prepared with the number/email, file name, and folder written in the document.

  1. Number/Email: the first column should contain employee e-mails or employee numbers. The e-mail refers to the Company e-mail element, while the employee number refers to Emply's id. This column is needed for the system to identify to which employee profiles the files should be uploaded.

  2. Filename: the second column should contain the associated file name (full file name with extension - f.x. myfile.pdf). Each file must have a unique file name.

  3. Folder: the third column should describe the folder the document should be saved in. If you add the name which does not exist for the profile, the system will automatically create the folder for you during import. If the name exists, the system will place the file there.

When the excel file is completed in the correct format and you have all files ready to be uploaded, you can follow the steps below to import the files.

  1. Go to Employees in the main menu.

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  2. Make sure you are in the tab Organization and click on the import icon.

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  3. A new window will pop up with two options: Form and Files. In this case, select Files.

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  4. Click the Upload excel button to upload an Excel file.

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  5. Upload the other files by clicking the Upload files button.

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    Note

    The files that need to be imported onto the employee profile, can be uploaded via the Upload files option. These are files containing the name you have excluded in the Excel file.

  6. After having uploaded these files, click Back

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  7. Click on Import to upload the files.

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  8. The files are now available on the employee profile under the tab Documents

    Note

    The following formats are supported: .doc, .docx, .text, .rtf, .odt, .png

    Note

    It is possible to upload the formats .pages, .html, and .eml. However, please keep in mind that it will not be possible to open the file in the Emply.

    Note

    File transfers can be made in successions of up to 100 MB at a time, however there is no limit to the total size of employee files imported.

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