Introduction
Managing employee data manually can be time-consuming, especially when onboarding multiple users at once.
HR teams often need a faster and more efficient way to add bulk employee records without compromising accuracy.
To simplify this process, uKnowva HRMS provides an Excel (CSV) import feature that allows administrators to upload multiple users in one go.
This feature not only saves time but also ensures consistency in data entry by allowing you to follow a standardized format.
In this article, you will learn how to import users into uKnowva HRMS using an Excel file.
Step 1: Access the uKnowva Configuration Panel
To begin, log in to your uKnowva HRMS instance and navigate to the top-right corner of the page. Click on your profile icon, which will open a drop-down menu with multiple options. From this list, select uKnowva Configuration to access the system settings.
This section allows administrators to manage users, configure modules, and control various system-level operations.
Step 2: Open the User Manager
Once you are inside the configuration panel, locate the User Manager option from the left-side menu. Click on it to open the interface that displays the list of all users in your system.
This page provides options to manage users individually or perform bulk operations such as importing users through a CSV file.
Step 3: Open the Import Users Option
On the User Manager page, locate the Import button positioned above the list of users.
Click on it to view the available import options, then select Import Users.
A pop-up window will appear, providing two different import methods: AI Powered Import and Legacy Import. These options allow you to choose the method that best fits your data structure and requirements.
Step 4: Prepare the CSV File for Import
Within the Legacy Import tab, you will have the option to download a CSV import template. It is recommended to use this template to ensure that your data is formatted correctly.
If you are creating the file manually, make sure it includes all the required headers such as Employee Code Series, Name, Username, Email, and Password, along with any additional fields required by your organization. Proper formatting is essential to ensure a smooth import process and avoid errors during upload.
Once your file is ready, review the data carefully to ensure accuracy, as this information will directly populate user profiles in the system.
Step 5: Configure Import Settings and Upload File
After preparing the CSV file, return to the import pop-up window. Here, you will find several configuration options that allow you to control how the import process behaves.
You can choose to send welcome emails to newly added users, skip users that already exist in the system, update blank values for existing records, or create new designations automatically during the import process.
These options provide flexibility and help you tailor the import process according to your organizational needs.
Once you configure the required settings, click on the Browse button to select your prepared CSV file from your system.
After selecting the file, proceed with the upload. The system will process the file and import the users accordingly.
Conclusion
That’s it!
You’ve now successfully imported users using an Excel file in uKnowva HRMS.
By following this process, you ensure that bulk user data is added quickly and accurately, while also maintaining consistency across employee records.
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..