This article guides what to fill up on your Import templates so you don't get lost.
Key Identifiers (Please pay close attention to these critical fields) | ||
Field Name | Format | Notes |
Employee ID | Alphanumeric | REQUIRED
|
Active | Yes, No | Select NO if it is an employee that is no longer employed by the company. ZipHR will store inactive employee data without any charge. |
Name | Alphanumeric | REQUIRED |
Middle Name | Alphanumeric | Not required |
Surname | Alphanumeric | Not required |
Alias | Alphanumeric | Nickname, not required |
Mobile | +62 number | REQUIRED Either a mobile number or company email is required as primary identifier for system access and security purposes.
If neither is provided upon creation of a new employee, ZipHR will create a temporary email for the employee until the employee's real email or mobile is entered. |
Company Email | name@mail.com | |
Personal Info | ||
Gender | List | Male, Female |
Date of Birth | YYYY/MM/DD | |
Marital status (3) | List | Married, Single, Divorced |
Nationality | List | Filipino, Indonesian, Malaysian, American ... |
Personal Email | name@gmail.com | |
Home Phone | 11 digits | |
Tablet Check-In Code | Integer | |
Address Line 1 | Text | |
Address Line 2 | Text | |
City/Town | Text | |
State/Province | Text | |
Zip Code | Integer | |
Identification document | List | Supporting details for identification |
Identification Number | 16 chars | |
Identification Issue Date | YYYY/MM/DD | |
Identification Expiry Date | YYYY/MM/DD | |
Religion | List | Fixed list, not customizable - Islam - Protestantism - Catholicism - Hinduism - Buddhism - Confucianism - Other |
Dependent full name | Text | Dependent details of the employee. If none, leave it blank. |
ID Number | Text | |
Relationship | List | |
Birth Place | Text | |
Blood Type | Text | |
Marital Status | List | |
Emergency Contact Name | Text | Emergency contact details of employee |
Emergency Contact Surname | Text | |
Emergency Contact Relationship | Text | |
Emergency Contact Phone Number | Text | |
Notes | Text | Any comment or feedback to the employee |
Employment Info | ||
Employment Type | List | Fixed list, not customizable - Trainee |
Office Phone | +62 number | |
Position | List | These items may be user-defined in >>My Teams >Team Organization
If the item has not already been created, the import will AUTOMATICALLY CREATE the item to your Team Organization settings. |
Department | List | |
Branch | List | |
Groups | List | |
Subsidiary | List | |
Cost Center | List | |
Hire Date | YYYY/MM/DD | Critical to calculate leave balances and payroll |
Contract Expiry Date | YYYY/MM/DD | If applicable |
Probation Period (Days) | Integer | Specified policies are deactivated if in Probation Period |
Notice Period (Days) | Integer | If applicable |
Termination Date | YYYY/MM/DD | |
Leave Policy Start Date | YYYY/MM/DD | The date upon which leave balances were migrated to ZipHR |
Access | ||
User Rights | List | User Rights are customizable per each module's settings. |
My Team | Active, Inactive | Active determines the module an employee can have access to. This also determines the number of active users the system should billed for each module.
If you enable all our core modules, then it should be marked as "Active" so they will be able to see their schedules and payslip in the app.
Inactive will restrict employees from having access to a certain module. |
Calendar | ||
Payroll | ||
Performance | ||
Expenses | ||
Benefits | ||
Invoices | ||
Tasks | ||
Recruitment | ||
Attendance | ||
Check-In Required | Checkbox | Is employee required to record attendance? |
Activate Mobile Check-In | Checkbox | Can employee check-in via ZipHR mobile app? |
Activate Remote Check-In | Checkbox | Can employee check-in from a remote location? |
Enable Geo-Tracking | Checkbox | Do you track the employee's movements during the work day? |
Geo-Tracking Distance | Integer | Track employee every time they move more than X meters |
Check-In Required For Break | Checkbox | Is employee required to record break times? |
Fixed Break Time | Checkbox | Is the employee's break time flexible? |
Tardy Grace Override | Time | Does the employee enjoy a greater tardy grace than others? |
Activate Web Bundy | Checkbox | Do you allow employee to check-in via the web app? |
Follow Holiday Rules | Checkbox | Are Holiday Rules automatically applied? |
Check-in Tardy Grace Only | Checkbox | Tardy Grace only applied to check-in and NOT check-out |
Event Template | Text | Customizable in Calendar > More Options > Settings > Event Templates Ensure to input the exact Event Template name created in the app in this field. |
Event Template Start Date | YYYY/MM/DD | |
Payroll | ||
Basic Wage | Decimal | Critical to calculate payroll |
Wage Period | List | Is the Basic Wage a Monthly, Daily, or Hourly rate? |
Minimum Wage Employee | Checkbox | If Yes, Min Wage will auto-set as Basic Wage |
Minimum Wage Multiplier | Percent | |
Wages Tax Exempt | Checkbox | If employee is MWE, his Wages should be tax exempt |
Work Days/Week | Integer (1-7) | |
Expected Working Hours Per Day | Time (0:00-24:00) | |
Batch Cycle | List | Payroll Batch in which you issue payroll |
Wage Type | List | Gross, Gross-up, or Nett wage payments |
Monthly Wage Basis | List | Average number of working days per month |
Fixed Monthly Days | Integer | Fixed number of working days per month (if not EEMR) |
BPJS Kesehatan | Checkbox | Activate contributions |
Jaminan Hari Tua (JHT) | ||
Jaminan Pensiun (JP) | ||
Jaminan Kecelakaan Kerja (JKK) | ||
Jaminan Kematian (JKM) | ||
Payment Method | List | Is it Electronic, Cash, or Cheque? |
Bank Account Holder Name | Text | |
Bank Account Number | Integer | |
Tax Start Date | YYYY/MM/DD | First day employed in the current year |
Tax Code | Text and numbers | Tax Code based on the type of work |
Fixed Tax Rate | 0-100 | If the employee is taxed at a fixed rate |
Tax Group (PTKP) | Text | Tax group based on marital status and dependants |
Bank Name | Text | |
NPWP | Integer (15 chars) | |
Income Tax Type | List | - PPH 21 - PPH 21 non-NPWP - PPH 26 |
BPJS Kesehatan & Labour Number | Integer |
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