🟡Self-service role import

1. How to change self-service role in bulk?

To change self-service role in bulk, refer the path below:

Path: Cloud Portal> Employee>Import> Self-service Role Import >Download Template>prepare sheet to be uploaded accordingly>Select Settings>fill in required details>map the components according to excel sheet>Save Settings>Import Template>Upload File

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Import’ submenu.

Step 2: Select Import Template as ‘SelfService Role Import’ and download the ‘Sample SelfService Role Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: ‘Select Setting’ or Add New setting as required. Also fill in other details in the respective fields according to the file prepared to be uploaded.

Step 4: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

Step 5: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]