Import Data User Guide (Part 2)

To set up your organisation and allow for a seamless import process, it will be helpful to prepare the information discussed below.

It is advisable to have all this information on hand and to easily add this information to your organisation before initiating your import process.

• • Add relevant document folders in both company and user documents sections and adjust sharing settings as needed.

• • Create and add relevant working schedules.
    • Schedule Name
    • Working days and hours
    • Non-working day hours (used if leave is deducted from non-working days)

• • Determine the applicable calendars and check if this information can be exported from the current platform. 

• • Establish locations, incorporating previously created working schedules and calendars.
  • Each location will include:
    • Name
    • Working Schedule (previously created)
    • Calendar (previously created)

• • Update the ROI currency to be applicable to your organisation
  • Prepare a company letterhead image for handbook documents generated (not mandatory). Dimensions: 1200 x 180 pixels.

• • After setting up the above elements, proceed with the import of your data that you have updated the Plumm import templates with, ensuring all information is accurate and complete.
  • Once this is complete, all the settings and data can be validated and adjusted if needed before the go live date.

• • Verify time off settings post-import, or if not imported, create time off policy types and assign users accordingly once all other information has been updated or imported to the platform.