Help Guide: Employee Resigned Bulk Workflow in StaffingGo

Step 1: Access the Consultant Import Section

1. Go to the Consultant module from the main menu
2. Click on the Import button
3. Select Consultant Details Import

Step 2: Download the Sample Excel Template

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

The template will include:

• Sheet 1: Instructions
• Sheet 2: Data entry for consultant resignation details

Step 3: Fill in Employee Resignation Details

In Sheet 1 (Instructions), update the following fields for each employee:

Ensure date format is consistent (e.g., YYYY-MM-DD)
Only use the provided template format; modifying columns may cause import errors.

Step 4: Upload the Completed Excel Sheet

1. Return to the Import section in the Consultant module
2. Select the updated Excel file
3. The system will validate the data
4. Upon successful validation, the resignation details will be saved in the system

Post-Upload Outcome

• The employee’s employment status will be automatically updated to "Resigned"
• The resignation and last working dates will reflect in the employee profile
• The system will update all related modules, including payroll and reports, accordingly

Notes

• This bulk update process is recommended for handling multiple resignations efficiently
• Ensure proper role-based access is granted to use this import feature

After update, verify data via the Employee Master or Contract