Import Users: 


With the help of Import format you can add all the user in the system. By clicking on Click Here link you will get the excel file format for importing users.

 


The EXCEL FILE needs to be filled in the following manner. Upload only .xls file format. 




User Import Preview:




Pre-conditions -
a)Do not use ' and " sign in excel

b)If you fill and column dont leave any cell empty Intead put a '-'


In Import Users - There are many fields in excel but only 8 basic fields are mandatory. Lets discuss all the options in brief. 

1.First Name - 

  • This field is mandatory 
  • Accept Characters values only
  • Do not enter any blank spaces before and after values

2. Last Name - 

  • This field is mandatory 
  • Accept Characters values only
  • Do not enter any blank spaces before and after values

3. Email id - 

  • This field is mandatory 
  • Enter valid and unique email id (which is already not registered in ERPCA) to recover the login details of the user.
  • Do not enter any blank spaces before and after values

4. Mobile No - 

  • This field is mandatory 
  • Enter valid only 10 digit (which is already not registered in ERPCA)
  • Do not enter any blank spaces before and after values

5. Organization Email id - 

  • Enter valid email id for communication purpose in ERPCA.
  • Do not enter any blank spaces before and after values

6. CTC/Hrs -(User cost on an hourly basis)

  • Enter only numeric value
  • Do not enter any blank spaces before and after values

7. Billable/Hrs - 

  • Enter only numeric value
  • Do not enter any blank spaces before and after values
  • billable values can be greater than CTC value

8. Designation - 

  • This field is mandatory
  • Enter only values like Partner, Manager, Article, Employee, Receptionist, Accountant, HR only and follow the same sequence

9. Reporting To - 

  • This field is mandatory
  • Enter only registered Manager's email id only (means only Manager's email id is required in this field)
  • If there is no manager created mention the working under Partner's Email ID

10. Working Under - 

  • This field is mandatory
  • Enter only registered Partner's email id only (means only Partner's email id is required in this field)

11. Gender - 

  • This field is mandatory
  • enter only 'Female' and 'Male' values