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
- Navigate to the Consultant module
- Click on the Import button
- Select Consultant Details Import
Step 2: Download the Sample Template
- Click on Update Consultant Details
- 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
- After entering the required data, upload the file through the Import option
- The system will validate the data
- 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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