Profile Bulk Data Function

Created by Kamiworkforce Support Admin, Modified on Sun, 4 Jun, 2023 at 5:43 PM by Nica Naraja

>> My Team >Bulk Data


Bulk upload and download all Employee Data with ease.




Data Access Rights

Access to Bulk Data feature

Users must be provided access rights in Bulk Data.

  • VIEW - enables ability to Export data
  • EDIT - enages ability to Export and Import data


Caution - high security should be observed over those who are provided rights


Access to types of Employee Information

Employee data is further separated into sections to provide more control and security over bulk data.  Users must be authorized for each section in My Team User Rights, as follows.


SECTION
MY TEAM USER RIGHT
Employee ProfileEmployee Profile - Personal
Employment DetailsEmployee Profile - Employment
Team OrgEmployee Profile - Team Org
Disciplinary ActionsEmployee Profile - Employment
AttendanceEmployee Profile - Attendance
PayrollEmployee Profile - Payroll
Education DetailsEmployee Profile - Personal
Profile AccessEmployee Profile - Access


Access to specific Employee information

User's visibility over specific employees within My Team is further restricted by their Team Org > Access Rights.





Exporting Data 



You can limit the data by filtering your My Team dashboard with employees you only wish to see.


Then click Bulk Data to export the Sections for the employees you wish to see.



If you have User Rights for all Sections, you will be able to export the Master Profile Export which contains all employee information in a single file. 





Importing Data 


To import data you can either

  • Amend a previously exported KAMI data file and reimport here
  • Download a template to start from scratch






Field List


List of necessary data you may want to import to KAMI can be found in the article guide below.





Create Employee (Required Data)


Start adding new employees with as little data as you like.

  • First Name - Required
  • Employee ID - add your internal Employee ID. If there is no Employee ID, it will automatically be generated to KAMI ID.
  • Company Email / Mobile Number - Either email or mobile is required.


Must include + country code


  • User Rights - always added as "Employee" to only provide basic system access as default.
  • All Other Data - may also be provided whilst creating employees.


All employees will be added as "Active" by default. But the employee will not have any access to the system until you formally INVITE them to the system.





Managing Data


Once you have created employees, you may update their data in bulk anytime.

  • Employee ID - must include to recognize who's data you are updating.
  • Email / Mobile Number - used for login credentials and password security in KAMI.
  • Departments, Positions, Groups, Branches, and Cost Centers - if they don't exist, added to the system manually by import.
  • Dates - format dates as YYYY-MM-DD 
  • Data Details - access these articles to understand what each data field is in detail.
    • Profile Employee - Personal
    • Profile Employee - Employment
    • Profile Employee - Team Org
    • Profile Employee - Attendance
    • Profile Employee - Payroll
  • Custom Fieldsadd any custom data field to employee profiles as you wish.


IMPORTANT - You may also manage your bulk employee data via the Profile Manager as an alternative to using import worksheets. 





Append VS Overwrite


  • Append - Only data that is provided will be added; blank cells will be ignored
  • Overwrite - Replaces all existing data.


WARNING: Any blank cells in the import file will cause existing data to be PERMANENTLY DELETED
  • Import Notifications- KAMI will send you an email and browser notification once the import process is complete. 
    • Success! - notification will state how many files were successfully uploaded.
    • Failure - a detailed report of where the import failed will be provided, so make amendments and import again.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article