# 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="/files/86837a45cab484de9280e5326ecaf2eb67fa697f" 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.

![](/files/627f11bf74b20ff249f127ad40f2e8bd2e88e8c5)

**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.

![](/files/74bb5015df0bab9a5c850b1a48d61c7eb7bfd35f)

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

![](/files/102e9c07417e108a4d7eeed953873bcc6b48cbcb)

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

![](/files/9c0442a2f5bcc087cea2b52d27bc491fbe2df55a)

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

![](/files/b7f7f50be0750d533f1555a225c534422726d485)

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

![](/files/adf18b219045d02ec3cc61ef938e5b334f3f244c)

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

![](/files/e42de26a7be21d1dc91c04701a246ab3e96b1c35)

**Link**: <https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#>

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


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