Bulk Data Import - Field List (Philippines)

Created by Kamiworkforce Support Admin, Modified on Tue, 5 Dec, 2023 at 8:10 AM by Lois Borromeo

This article is a guide on what to fill up on your Import template so you don't get lost.


Reach out to our Client Success team if you have any questions or need any assistance.




KEY IDENTIFIERS


Please pay close attention to these critical fields.


Field NameFormatNotes
EmployeeID
AlphanumericREQUIRED

- If employee ID does not exist in KAMI, a NEW EMPLOYEE ID will be created by the system


- If Employee ID already exists in KAMI, the data will be edited on that existing employee

StatusActive, DeactivatedDeactivated means employee is no longer employed by the company.

Inactive employee data will be stored by KAMI without any charge.
NameTextREQUIRED 
Middle Name
Text
Surname
Text
AliasText
Mobile+63 + 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, KAMI will create a temporary email for the employee until the employee's real email or mobile is entered.

Company Emailname@mail.com



PERSONAL INFO


Gender
ListMale, Female
Personal Emailname@mail.com
Date of BirthYYYY-MM-DD
Marital StatusListMarried, Single, Divorced, Widowed, Separated
NationalityList
Home Phone+63 + area code and number
Home Address (Line 1)Text
Home Address (Line 2)
Text
City/TownText
Zip CodeInteger
ReligionListFixed list, not customizable
Identification DocumentList
Identification Number
16 chars
Identification Issue Date
YYYY-MM-DD
Identification Expiry
YYYY-MM-DD
Place of Issue of Identification Document
Text
RDO CodeInteger
TINInteger (12 chars)

SSS Number    
Integer (10 chars)    

HDMF Number    
Integer (12 chars)

PhilHealth Number    
Integer (12 chars)

Bank Name    
Text

Bank Account Holder Name    
Text

Bank Account Number    
Integer

Emergency Contact Name    
TextEmergency contact details of employee
Emergency Contact Surname    
Text
Emergency Contact Relationship    
Text
Emergency Contact Phone Number    
+63 + area code and number
Notes
Text

Any comment or feedback to employee



EMPLOYMENT INFO


Employment Type    
ListFixed list, not customizable
Office Phone    
+63 + area code and number
Position
TextIf the item has not already been created, import will AUTOMATICALLY CREATE the item to your Team Organization settings.
Department
Text
Branch
Text
Groups
Text
Subsidiary
Text
Cost Center    
Alphanumeric
Hire Date    
YYYY-MM-DD
REQUIRED

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)    
IntegerIf applicable
Termination Date    
YYYY-MM-DD
If applicable
Leave Policy Start Date    
YYYY-MM-DD

Date upon which leave balances were migrated to KAMI



ACCESS


User Rights    List

User Rights are customizable per each modules settings.

My Team

ListActive, 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 avail all our core modules, then it should be mark as "Active" so they will be able to see their schedules and payslip in the app.


Inactive will restrict employees to have access on a certain module.

Attendance
Payroll

Performance

Expenses
Benefits
Invoices
Tasks
Recruitment



ATTENDANCE


Check-In Required    
Yes, No

Is employee required to record attendance?

Activate Mobile Check-In    
Yes, No

Can employee checkin via KAMI mobile app?

Activate Remote Check-In    
Yes, No

Can employee checkin from a remote location?

Enable Geo-Tracking    
Yes, No

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    
Yes, No

Is employee required to record break times?

Fixed Break Time    
Yes, No
Is the employee's break time flexible?
Tardy Grace Override    
HH:MM

Does the employee enjoy a greater tardy grace than others?

Activate Web Bundy    
Yes, No

Do you allow employee to checkin via the web app?

Follow Holiday Rules    
Yes, No

Are Holiday Rules automatically applied?

Check-in Tardy Grace Only    
Yes, No

Tardy Grace only applied to check-in and NOT check-out

Expected Working Hours Per Day    
HH:MM
Determines how you calculate for the daily rate
Event Template    
TextFill in if you have Event Template already
Event Template Start Date    
YYYY-MM-DD



PAYROLL


Basic Wage    
Integer

REQUIRED

Critical to calculate payroll

Minimum Wage Employee    
True, False
If True, Min Wage in the Branch will auto set as Basic Wage

Total Wage Gross Up

True, False

If True, gross up taxes on total wage

Other Payment Gross Up    
True, False

If True, gross up taxes on other payments

Bonus Gross Up    
True, False

If True, gross up taxes on bonus

Contribution Gross Up    
True, False

If True, the Employer will bear the employee contribution

Minimum Wage Multiplier    
PercentageTypically 100%
Monthly Wage Basis    
EEMR, Fixed Monthly Days

The average number of working days per month

Work Days/Week    
Integer (1-7)    

Fixed Monthly Days    
Integer

Fixed number of working days per month (if not EEMR)

Wage Period    
List

Is the Basic Wage a Monthly, Daily or Hourly rate?

Batch Cycle    
List

Payroll Batch in which you issue payroll 

Wage Type    
List

Gross, Gross-up or Nett wage payments

Wages Tax Exempt    
True, False

If employee is MWE, his Wages should be tax exempt

SSS
True, False
Activate contributions

SSS (EC)

True, False

PhilHealth

True, False
Pag-IBIGTrue, False
Payment Method    
List

Is Electronic, Cash, Cheque, Xendit?

Tax Start Date    
YYYY-MM-DD

First day employed in current year

Income Tax Type    
TextBy default, Income Tax
Non Taxable Group    
List
Can be user define in Non Taxable Group settings
Fixed Tax Rate    
0-100

If employee is taxed at a fixed rate





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