Synergita | Import Employee Relationship

To Import the Employee Relationship, please download the Excel template by clicking on the “Relationship Template” button.

Populate the excel with employee relationship data and then import the file for validation.

Do not change the header names in the excel as this might lead to error during the upload process.

Relationship Template

01Step

Upload Relationship Template:

Import & Validate

Total Records: 854111

Valid Record (1000), Invalid Record (250)

You can export the invalid record and import again (or) You can proceed uploading the valid records by choosing the upload options.

Download

02Step

Enable Notifications (Synergita credentials will be sent to the entered email address of the employees in the Template)

Total Record: 8541

56% Completed

Start

03Step

Download the latest CSV: Download the latest CSV by clicking on the download icon.
Keep all the column names as they are: Do not rename the header names.
All fields must follow the correct format: You must follow the formatting guides correctly for smoother import of data.
Example: The date of birth column cannot take a text value.It must be in the format "DD-MMM-YYYY"
Use unique Employee Number and Email Address: The employee number and email address cannot be same for different employees.

Import Employee Relationship