Updating Employees Profile & Job information in bulk
Though it is recommended that all employees Profile(*) & Job(#) informations are updated on Keka soon after the completion of initial setup, there can be times when these information might require a change or update.
*Profile Information on Keka – Information that can be changed in bulk using Excel Template are:
- Employee No
- Display Name
- First Name
- Middle Name
- Last Name
- Date of Joining (Job)
- Date Of Birth
- Gender
- Department
- Job Title
- Secondary Job Title
- Location Mobile Number
- Work Number
- Residence Number
- Personal Email
- Skype Id
- Marital Status
- Marriage Date
- Father Name
- Mother Name
- Spouse Name
- Physically Handicapped
- Blood Group
- PAN Details
- Salary Payment Mode & Details
- PF Details
- ESI Details
- Aadhaar Details
#Job Information on Keka – Information that can be changed in bulk using Excel Template are:
- Location
- Department
- Job Title
- Secondary Job Title
- Date Joined
- Reporting Manager
- Probation End Date
- Leave Plan
- Attendance Number
- Time Type
- Worker Type
- Shift Type
- Weekly Off Policy
- Attendance Tracking Policy
- Attendance Capture Scheme
- Expense Policy
- Holiday List
- Cost Center
- Pay Band
- Pay Grade
Profile Information – Bulk Updation
To bulk update profile information, follow the steps below:
Step 1: Go to Employees >> Employees >> Quick Links >> Bulk Add Employees
Step 2: From the new screen that you see, click and download the Excel Template
Step 3: Open the Excel file that you just downloaded. You will find columns for each profile information data against each employee. Update any data that might require change/updation. Once done with updating the information, save this file.
IMPORTANT: Email addresses CANNOT be updated in bulk using Excel file.
Step 4: Once you are done with saving the updated file, go back to the previous screen and click on the ‘Upload Excel File’ button and choose the file you just saved for upload.
Step 5: On next screen, system will give you an option to match ‘Email address’ of employees for updating all respective other data. Choose this Radio button and click on ‘Continue’.
Step 6: Once done with uploading, you will be asked to review the information. Once you have verified the correctness of data being imported, click on ‘Import’ on the next screen to import the data.
Step 7: Once the data is imported, you will see a confirmation screen, click on ‘Complete’.
This will update all the required profile information of employees.
Job Information – Bulk Updation
To bulk update job information, follow the steps below:
Step 1: Go to Employees >> Employees >> Quick Links >> Import Employee Job Details
Step 2: From the new screen that you see, click and download the Excel Template
Step 3: Open the Excel file that you just downloaded. You will find columns for each job information data against each employee. Update any data that might require change/updation. Once done with updating the information, save this file.
Step 4: Once you are done with saving the updated file, go back to the previous screen and click on the ‘Upload Excel File’ button.
Step 5: Once done with uploading, you will be asked to review the information. Once you have verified the correctness of data being imported, click on ‘Import’ on the next screen to import the data.
Step 6: Once the data is imported, you will see a confirmation screen, click on ‘Complete’.
This will update all the required job information of employees.
In case you are not able to update profile or job information of your employees, write to support@keka.com.