This article provides an overview of the Import Functionality Access: Admin
Welcome to the "Import" feature hosted on the Settings Page of the Admin section. The "Import" feature is a powerful tool that empowers Admins to efficiently update, manage, and import various details related to staff, reporting managers, work history, time-off settings, time-off data, individual goals, and 1-on-1 templates. This feature ensures a streamlined and accurate process for data management, allowing managers to maintain up-to-date records seamlessly.
Comprehensive Data Management:
The "Import Settings" feature is designed for comprehensive data management, providing managers with the ability to update and import various details critical to the functioning of your organisation. From staff details to work history and individual goals, this feature ensures that your data remains accurate, relevant, and in sync with your organisational needs.
Staff Detail Updates:
Update staff details effortlessly with the capability to modify both basic and supplementary information. Managers can choose to overwrite existing values in a selection of fields, ensuring that staff information is always current and reflective of any changes within the organisation.
Manager Detail Import:
Simplify the process of managing reporting structures by uploading details for reporting managers. This feature allows for the efficient organisation of hierarchical relationships, promoting clarity in the reporting structure within your organisation.
Work History Data Upload:
Upload comprehensive work history data for employees seamlessly. This feature facilitates the easy integration of historical employment information, providing a comprehensive overview of an employee's professional journey within the organisation.
Time Off Settings Management:
Streamline time-off settings by uploading data specific to your company's time-off policies. This feature ensures that time-off settings are accurately configured, reflecting the unique requirements and policies of your organisation.
Accurate Time Off Data Upload:
Import people's time-off data effortlessly, ensuring that leave records are accurate and up-to-date. This feature supports the efficient management of time-off data, providing a centralised platform for tracking and monitoring leave balances.
Individual Goals Import:
Enhance goal management by importing individual goals for employees. This feature streamlines the goal-setting process, ensuring that employee objectives are accurately recorded and aligned with organisational objectives.
1-on-1s Template Import:
Import 1-on-1s templates for employee interactions. This feature facilitates consistent and efficient communication by allowing managers to import predefined templates for one-on-one meetings.
Prerequisites
Access to the "Import Settings" feature is exclusive to administrators within your organisation. Ensure you have the necessary administrative permissions to update and import data.
Accessing the Feature
- Log in to your Plumm admin account.
- Navigate to the Settings section through the main menu.
- Click on "Import" to access the robust data import tools, including options for updating staff details, importing manager details, work history, time-off settings, time-off data, individual goals, and 1-on-1s templates.
Detailed Feature Guide
Section 1: Update Staff Details
Overwriting Fields:
- Choose specific fields to overwrite in staff details.
- Update both basic and supplementary information for accurate record-keeping.
Section 2: Import Manager Detail
Uploading Reporting Structures:
- Upload reporting manager details for efficient hierarchy management.
- Promote clarity in the reporting structure within your organisation.
Section 3: Import Work History
Historical Work Data Upload:
- Upload comprehensive work history data for employees.
- Integrate historical employment information seamlessly.
Section 4: Import Time Off Settings
Configuring Time-Off Policies:
- Upload time-off settings data tailored to your company's policies.
- Ensure accurate and consistent time-off configurations.
Section 5: Import Time Off
Uploading Time-Off Data:
- Import people's time-off data for accurate leave records.
- Streamline the management of time-off data within your organisation.
Section 6: Import Goals
Enhancing Goal Management:
- Import individual goals for employees.
- Streamline the goal-setting process and align objectives with organisational goals.
Section 7: Import 1-on-1s Template
Efficient Communication Templates:
- Import predefined templates for 1-on-1 meetings.
- Enhance consistent and efficient communication with employees.
Troubleshooting/Common Issues
Common Problems:
- Field Overwriting Errors: If encountering issues with overwriting fields, review field mapping and ensure compatibility.
Steps:
- Check field mapping for compatibility.
FAQs (Frequently Asked Questions)
Q1: Can I selectively update staff details without overwriting all fields?
A1: Yes, the feature allows for the selective overwriting of specific fields, giving you flexibility in staff detail updates.