Add a new Employee
Navigate to Employee Management > Employee Maintenance
Click Add Employee.
Fill in all the compulsory employee details (indicated with *) and click Save once done.
You can complete other non-compulsory information subsequently. The user will receive email instructions on how to download the PeopleX HR App.
The default password can be set at Password Policy and which then can be changed by user upon login.
Import Employees in Bulk via Upload Template
If there’s new employees to be added in bulk, you can do it via upload template.
Navigate to Employee Management > Import Employee or Employee Management > Employee Maintenance.
- Click Import Employee, and select your required template accordingly. You can also import employee allowance and benefit in kind as well if necessary. Click Next.
- Select 'I don't have any excel file, please guide me how to proceed' and click Next.
- Download the template by clicking on Download Excel Template and fill in the required data according to the instruction provided within the excel template. Ensure that the first row of the template serves as the column header, with the updated data entered in the rows below. Once you have completed filling out the template, click on the Next button to proceed to the next step.
- Select the updated file to import and click Next to proceed further.
- PeopleX will automatically map the data based on the column headers in your template. However, if required, you can use the drop-down list to map or edit the data as necessary. Click Next after you review the mapping.
- At the preview stage, PeopleX will provide you with a view of the imported data to allow you to verify that everything has been mapped and updated correctly. In case of any errors or omissions, you can make updates directly within the preview window or edit your template accordingly. If you need to make any changes to your template, you can click on the Back button to return to the previous step and upload a new file. Once you have verified the imported data in the preview window and are satisfied with it, click Next to import the data. Once the data import is complete, you will receive a confirmation message, indicating that the data has been successfully imported.
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