> 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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/yqdFMuibo8I7gXDYvBli/Unknown%20image" alt="" width="375"><figcaption></figcaption></figure>

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

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/Ph647Qt6Q5GwH9FyAgDI/Unknown%20image)

**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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/3FxaXMvLoOB0x9zAU2M5/Unknown%20image" 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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/474osJOTvrWeay9Qm0S9/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/sRZylJX2iTFbXX6ZWWUo/Unknown%20image)

**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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/nvl38kOAt7lz3Z3QYM91/Unknown%20image" alt="" width="375"><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/stpnxffcweO0N8mHDf6m/Unknown%20image" 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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/jHUieKSAlGl8Rk6h81ks/Unknown%20image" 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="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/HAYFNdkvOqDEJu74YUCS/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/kOMxgtqjSZ5hndKOa66u/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/yIJI4J42gSCeb2DyHUBI/Unknown%20image" 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)