Help Guide: Contract Extension Bulk Workflow in StaffingGo

Created by Dileep Kumar, Modified on Mon, 7 Jul at 6:02 PM by Dileep Kumar

This guide explains the step-by-step process to extend multiple consultant contracts using the bulk upload feature in StaffingGo.



Step 1: Access Consultant Import Section

  1. Navigate to the Consultant module
  2. Click on the Import button
  3. Select Consultant Details Import



Step 2: Download the Sample Template

  1. Click on Update Consultant Details
  2. Download the Sample Excel Template

This template includes:

  • Instruction sheet (Sheet 1)
  • Data entry sheet for consultant details



Step 3: Fill in Contract Extension Details

On the Instruction Sheet (Sheet 1), follow these steps:

  • Under Staffing End Date&  Staffing Actual End Date, select:
  • Choose Column Type:
    • Staffing End Date – for selecting a specific new end date
    • Staffing Actual End Date– for selecting a specific new end date



Step 4: Upload the Updated Excel Sheet

  1. After entering the required data, upload the file through the Import option
  2. The system will validate the data
  3. On successful validation, the details will be saved


Post-Upload: Contract Extension Log Update

  • The updated contract details will reflect in the Contract Extension Log
  • The Staffing End Date will automatically update as per the extension data
  • Extension audit history will be maintained for future reference


 

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