🔹Bulk Code Transfer

How to Transfer Employee Codes in Bulk?

Path: Cloud > Employee > Import (Employee Import) > Code Transfer Import > Save Settings > Upload File.

Bulk Code Transfer lets you change employee codes for several employees at once by importing an Excel file, instead of updating each employee individually.

Step 1: Log in to the Cloud portal, go to Employee, and select Import. The Employee Import page opens.

Step 2: In the Select Import Template dropdown, choose Code Transfer Import.

Step 3: On the right side, Click the download icon next to Code Transfer Sample Import to download the sample file, then fill it in with the employees' current and new codes.

Step 4: In the Setting Name dropdown, select a saved setting (If there’s any saved setting) or,

To create a new one, click Add New — a Setting Name field appears. Type the Setting name and click Add.

Step 5: Add your file to the Import Templates box — either click the box and select the file, or drag and drop it in. Only .xlsx files are allowed. Once the file is added, the Sheet Name is fetched automatically.

Step 6: Enter the Starting Row and Ending Row.

Step 7: Under Excel Column Name, map the columns from your file to Employee Current Code and Employee New Code (for example, column A and column B).

Step 8: Click Save Settings. A Configured Excel Download link appears in the top-right panel — click its download icon to download the configured file.