Employee Group Master Creation (Individual & Bulk Upload)

Created by Nisha Bangera, Modified on Wed, 1 Jul at 1:54 PM by Nisha Bangera

Employee Group Master Creation

This document explains how to create an Employee Group Master individually and through bulk upload.


Method 1: Individual Employee Group Creation

Step 1: Navigate to Employee Group Master

Go to:

Settings → Master → Onboarding Consultant & BGV → Employee Group





Step 2: Create a New Employee Group

  1. Click Create New Master.

  2. Enter the Title (Employee Group Name).

  3. Select Status as Active.

  4. Click Save.



Step 3: Refresh the Page

After saving the record, refresh the page to view the newly created Employee Group.



Method 2: Bulk Employee Group Creation

Step 1: Download the Sample Template

  1. Navigate to the Import section.

  2. Click Download Sample Excel Template.



Step 2: Update the Excel Template

Fill in the required columns as follows:

ColumnValue
Master TypeMaster Type
TitleEnter the Employee Group Name you want to create
ActiveActive


Step 3: Upload the File

  1. Upload the completed Excel template.

  2. Click Revalidate.

  3. Verify that the validation is successful.

  4. Proceed with the upload.


Notes

  • Ensure that the Status/Active field is set to Active.

  • The Title should contain the Employee Group name you want to create.

  • Refresh the page after the upload to verify that the Employee Group has been created successfully.

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