Creation of New Consultant (Manual & Bulk)

A Consultant is an individual (employee or contractor) deployed by the staffing company to work for a client. Consultants are mapped to specific contracts and are tracked for attendance, timesheets, salary, and project performance within the system.

Below are the steps on how one can create Consultant in Staffinggo through Manual and Bulk options:

Manual Consultant Creation Process:

Step 1: Start the Consultant Creation Process

You can start in two ways:

• Method 1:

  1. Login as an Administrator/User who has the access to create the Consultant.

  2. Click the “+” icon on the top-right corner.

  3. Select “Create Consultant” as shown below.

• Method 2:

  1. Go to the “Consultant” menu to see the list of clients.

  2. Click the “+” icon to create a new Consultant.

• Update all the relevant consultant details as per the different section available and Click on Go Next to move to the Next section and click on Previous to go to the previous section.

• Once all the consultant details are updated successfully, You will get the below tab and here you can click on view details to view the details updated.

After the consultant is created successfully, it will be present in the "Yet to Join Consultants" Tab

Bulk Consultant Creation Process:

• Click on Consultant  and choose import Consultant details option in the application as shown below.

• Click on the Download Sample Excel Template to download the template

• Click on the Consultants in the excel sheet and fill all the details mainly the details which are red marked in the excel sheet while referring to the instructions sheet to understand the format.

• Once the details are entered, go back to the portal and under the section where you downloaded the sample template, Click on Upload Excel file and Click on select to upload the relevant file.    

• When the client details are uploaded successfully, Then click on validate and if there are no error in the records it will be appearing as follows, once the details are confirmed click on "Yes" button for Importing the valid records. After this consultant details will be imported successfully.

In similar case, one can also import the salary details, Rate Card details, PO Line item, Salary Code and Loan details in bulk

Need Help?

If you have any doubts or need further assistance regarding client creation or any other feature, feel free to reach out to our support team at support@staffinggo.in. We’re here to help you!

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