Mapping Client Employee Numbers in StaffingGo

StaffingGo allows you to map Client Employee Numbers to individual employees efficiently. Follow the steps below to update the Client Employee Number using one of two methods: 

Method 1: Manual Update for Individual Employees

• Navigate to the Consultant/Associate/Employee module dashboard.
• Use the filter option to select the specific employees.
• Go to the employee's Staffing Details section and click on the Edit option
  
• Enter the Client Employee Number in the Client Employee No. field.
   
• Click Save to update

Method 2: Bulk Update Using Excel Import

• Navigate to the Consultant/Associate/Employee module. 
• Select the Import option and choose Consultant Details Import
  

• Choose the Update Consultant Import option and download the sample Excel template
• Copy the Column Name Client Employee No Instruction page and Paste in the Consultant_Details_Update Page.
  
• Update the relevant details in the Excel sheet, ensuring the correct format is followed.
  
• Save the updated Excel file.
• Upload the file under the Update Consultant Details section.
  
• Upon upload, the system will validate the file and display its status:
  • Valid: Click the Import button to proceed.
  • Invalid: Review the remarks column for specific errors, correct them in the Excel sheet, and re-upload the file.

By following these steps, you can ensure accurate and efficient updates to the Client Employee Number in StaffingGo.