RCM:Step 3 - Adding employees

From RCMWiki

All company employees need to be added to RCM. There are two ways to to this:

• by adding each single employee manually.
• by adding multiple employees from a CSV file (comma-separated values). In this case you don’t have to fill out the form for each single employee.

Contents 1 Preparing CSV file 1.1 Note 2 Adding employees from a CSV file 2.1 Note 2.2 Note 2.3 Note

Preparing CSV file

From a workflow perspective, there are two ways you can create a CSV-file:

• In RCM: by exporting existing employees (see Exporting data). Note though that existing records cannot be overwritten with the similar records from a csv file. In this case importing will fail.
• From a 3rd party application: by exporting files from an existing database (e.g. ERP, CRM, etc.) or by creating a csv file manually (e.g. in Microsoft Excel, OpenOffice Calc, etc.)

To correctly import employee data make sure to maintain formatting rules. Otherwise some data may be misinterpreted or missing from the file being imported. For reference try creating a few records and export them to csv as described in Exporting data).

To prepare CSV file, perform the following steps:

1. Create at least one employee manually (see Adding new employee).

2. Click on Employees link in the navigation menu.

3. Click Export to CSV link at the top to save a CSV file containing employees.

4. Use your favourite editor (e.g. Microsoft Excel, OpenOffice Calc, etc.) to open the exported CSV file and add necessary records to the. You can use this file as a template if you want to match records between RCM and your existing database.

5. Save the file in CSV format.

Note The resulted CSV should contain the following fields: First name, Last name, Title, Departments, Activity , Mobile number, Office number, Fax number, E-mail, IMEI, IMSI, Master code, Hide contact. The required fields marked as bold.

Adding employees from a CSV file

To add employees from a CSV file:

1. Click Employees link in the navigation menu.

2. Click Import from CSV link in the action bar at the top to save a CSV file.

Note Before importing employees, make sure you have performed the following steps: Setting company departments Setting employee activities (calling limits) Otherwise, import operation will fail.

3. Enter the path to the CSV file containing employees details or click Browse button and point to the folder where this file resides.

4. Click Upload.

5. The next page will display a table containing details defined in your CSV file. Review the details and press Confirm.

Note Only first 50 employees will be shown from the file (for validation purposes).

Note The CSV contains the following default fields: First name, Last name, Title, Department, Activity, Mobile number, Office number, Fax number, Email, IMEI, IMSI, Master code, Hide contact. When creating a CSV-file using third-party software, make sure that employees details conform to this format. This way you will maintain data conformity between RCM and the application (e.g. ERP). However, you may want to omit optional fields if not required. Those required ones are marked in bold (see above).

Adding employees manually

Alternatively, you can add employees manually. To do so, see Adding new employee manually for instructions.

See also:

• CSV
• Adding new employee manually
• Employees