How to import cost centers in bulk in uKnowva HRMS?

Introduction

Managing cost centers efficiently is crucial for accurate financial tracking, departmental budgeting, and project-based expense monitoring within any organization.

While adding cost centers individually is suitable for smaller setups, larger organizations often require a faster, more scalable approach.

That’s where the bulk import feature in uKnowva HRMS comes in.

This functionality allows HR administrators to upload multiple cost center records at once using a structured CSV file.

It streamlines the process of updating or adding large volumes of cost center data and reduces manual entry errors.

Step 1: Open the Cost Centers Page

Begin by navigating to the Cost Centers page. If you’re unsure how to access the Cost Center page, follow this tutorial article: Accessing, Searching, and Viewing Existing Cost Centers in uKnowva HRMS.

Once you're on the page, you'll see a list of all existing cost centers under the columns titled Center Name, Action, and Published.

These columns help you review currently active or inactive records before initiating a bulk upload.

Step 2: Initiate the Import Process

To import cost centers in bulk, locate and click the Import button positioned above the list of cost centers.

This action triggers a pop-up window titled Import Cost Centers.

This is where you’ll carry out the file upload process. uKnowva provides a structured CSV template to help ensure your data is formatted correctly.

Download this file by clicking on the link named Download CSV Import Template File.

This template includes the required columns and structure for your cost center data to be accepted by the system.

Step 3: Upload Your Templated File

After downloading the CSV template, populate it with the necessary cost center information, such as the center names and their published status.

Once the file is ready, return to the pop-up and click on the Choose Your File or Browse button to open your system’s file explorer.

Select your completed CSV file from your computer. When the correct file is selected, click the Upload File button to begin the import process.

The system will process the file and automatically add the listed cost centers to your uKnowva HRMS environment.

Conclusion

That’s it!

You’ve now successfully imported cost centers in bulk using uKnowva HRMS.

By following this method, you eliminate the need to manually input each record one by one, saving time and reducing human error.

This feature is especially useful during organizational restructuring, expansions, or initial system setup.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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