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 Name | Format | Notes |
EmployeeID | Alphanumeric | REQUIRED - 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 |
Status | Active, Deactivated | Deactivated means employee is no longer employed by the company. Inactive employee data will be stored by KAMI without any charge. |
Name | Text | REQUIRED |
Middle Name | Text | |
Surname | Text | |
Alias | Text | |
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 Email | name@mail.com |
PERSONAL INFO
Gender | List | Male, Female |
Personal Email | name@mail.com | |
Date of Birth | YYYY-MM-DD | |
Marital Status | List | Married, Single, Divorced, Widowed, Separated |
Nationality | List | |
Home Phone | +63 + area code and number | |
Home Address (Line 1) | Text | |
Home Address (Line 2) | Text | |
City/Town | Text | |
Zip Code | Integer | |
Religion | List | Fixed list, not customizable |
Identification Document | List | |
Identification Number | 16 chars | |
Identification Issue Date | YYYY-MM-DD | |
Identification Expiry | YYYY-MM-DD | |
Place of Issue of Identification Document | Text | |
RDO Code | Integer | |
TIN | Integer (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 | Text | Emergency 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 | List | Fixed list, not customizable |
Office Phone | +63 + area code and number | |
Position | Text | If 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) | Integer | If 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 | List | 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 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 | Text | Fill 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 | Percentage | Typically 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-IBIG | True, False | |
Payment Method | List | Is Electronic, Cash, Cheque, Xendit? |
Tax Start Date | YYYY-MM-DD | First day employed in current year |
Income Tax Type | Text | By 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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