V2 - Employee Tag import

Within Chronicle, you have the functionality available to assign tags to employees in bulk.

This can be a great tool for importing tag information in bulk. An example of this could be adding a new area of work to employees tags in bulk.

If enabled, the employee tag import can be located within the 'Import' drop-down on the left-hand side of the home screen menu items and then 'Employee Tag Import'.

Using the Employee Tag Import

Upon accessing this page, you'll see an option to download a sample import file as a .xls - This is what you'll use to import your information.

The following data can be imported -

Payroll No

Forename

Surname

Tag Name

The Tag names must already exist within your system for the import to work

With the sample file downloaded and the relevant information entered for the tagging, follow the steps below to action the import: 

1. Complete all relevant fields - do not include commas within data as these are used to separate fields.
2. Save file in CSV format.
3. Return to 'Employee Tag Import' section on Chronicle and click 'Import' and select CSV file from your documents.
4. If successful, you'll receive a message confirming the data was imported successfully.

1. If any errors occur, you'll receive a message "Failed to import cost centre!". In this case, even rows without errors will not be imported. 

   

2. Scroll all the way to the right-hand side of the table and locate the reasons for these errors within the 'Errors' column.
3. Adjust any data which may be causing the errors, save as .CSV and re-import.