> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/bulk-code-transfer.md).

# 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.

<figure><img src="/files/2fdf3e374ae3af8d6bfe0b947e0a6f1319f5a9b9" alt="" width="375"><figcaption></figcaption></figure>

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

![](/files/42c9f874421cf79c0c837be6a1c5aba080e8a9c0)

**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.

<figure><img src="/files/76ef2e85930351261bf2084692a6f935845ca043" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ed3a3af998edb322df6423cb5d2b08e7a4f3cdd3" alt=""><figcaption></figcaption></figure>

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

![](/files/221182ea0012a752f9ba00a6becd05f18617de5a)

**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.

<figure><img src="/files/764e56866e7ffc6f1127f8ece2a17376b12f9d5e" alt="" width="375"><figcaption></figcaption></figure>

**Step 6:** Enter the **Starting Row** and **Ending Row.**

<figure><img src="/files/05a8cca9ef8685a16212bf91434849e39d3c2109" alt="" width="375"><figcaption></figcaption></figure>

**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).

<figure><img src="/files/800ca7db83873f843fb14c4b439842d2ac03ef1d" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/bcebf4ec113e588f32fa7a5158677a9caf90a7d0" alt=""><figcaption></figcaption></figure>

**Step 9:** Click **Upload File** to complete the code transfer.

<figure><img src="/files/3db7b86b28af61df7a2273d8219174e6c32e2cc9" alt=""><figcaption></figcaption></figure>

**Important Note:** Use Delete Settings to remove a saved setting if it is no longer needed.

<figure><img src="/files/cba3df4e49218ceb9087078c62ab4120b525f997" alt=""><figcaption></figcaption></figure>

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

**For any queries, contact** [**support@pockethrms.com**](mailto:support@pockethrms.com)


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