# Bulk Category Transfer

This feature allows you to **bulk transfer employee categories using an Excel file**, whereas previously, this process had to be completed **individually for each employee**.

### How to do Bulk Category Transfer?

**Path:** Cloud Login > Employee > Import > From select import template, click on Category Transfer Import from drop down > Download category transfer import sample file > Make changes in the downloaded Excel as per your requirement and save it > Select or Add setting name > Import template (import the Excel file that you have saved after making changes) > Fill the starting and ending row > Map the components as per you Excel file > Save settings > Upload File.

**Step 1:** Log in to the **Cloud portal**. Navigate to the **‘Employee’** module, select **‘Import’**.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/QXzvz1fXpZQeYznV3Zel/Unknown%20image" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on ‘**Select Import Template’** and select **‘Category Transfer Import’from drop-down and click** the option to **‘Download category transfer import sample file’** to get the standard template.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/glZgOsNvRhvpejI8iFK5/Unknown%20image)

**Step 3:** Open the downloaded Excel sheet, fill in the required employee and category transfer details as per your requirements, and save the file to your computer.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/fwc8J2QhVEi7SNbYzP5i/Unknown%20image)

**Step 4:** Return to the portal and select an existing **‘Setting Name’** from the dropdown menu, or type to add a new one.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/CocUsHBMUj2n6n8D5XNC/Unknown%20image)

**Step 5:** Click on **‘Import Template’** to browse and select the Excel file you just prepared and saved in your system.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/uW1ILAYhFCuZjE8rIedk/Unknown%20image)

**Step 6:** Specify the **Starting Row** and **Ending Row** so the system knows exactly where your data begins and ends in the spreadsheet.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/s0MVQ3O2io2W09mnvPt4/Unknown%20image)

**Step 7:** **Map the components** by carefully matching the system fields to the corresponding column headers in your Excel sheet.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/ufbTSiELHnMSUmzHTSlC/Unknown%20image)

**Step 8:** Click **‘Save Settings’** to store this configuration for future use. Finally, click **‘Upload File’** to execute the bulk transfer.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/phd7k2pSIbwB6yzN5NFe/Unknown%20image)

**Link**: [https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#](https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1)

[
](https://youtu.be/PLzYoZ4QBoQ)For any queries, contact <support@pockethrms.com>