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DOEHRS- IMPORT PERSONNEL EXCEL TOOL

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Presentation on theme: "DOEHRS- IMPORT PERSONNEL EXCEL TOOL"— Presentation transcript:

1 DOEHRS- IMPORT PERSONNEL EXCEL TOOL

2 Ensure to enable content in the Security Warning.
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3 Click ok in the pop up box
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4 Click the green file box first to save file as and where you would like it stored. Then click user input form. Click to add optional section title or footer

5 Fill out the user form then click add new.
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6 Once completed, click the Export tab then select yes in the pop up.
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7 Once data meets DOEHRS import criteria, you will see excel spread sheet with a pop up box.
Click ok and then the excel sheet will disappear and you will find it in your file where you have it saved to. Click to add optional section title or footer

8 If you select no, then you will see the screen on the right that states it has not been exported.
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9 Select the import help tab and then you will see how to import personnel file into DOEHRS website.
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10 Select the quick reference tab and then a pop up will explain the worker type description and worker type code. Click to add optional section title or footer

11 On the bottom of the spread sheet select the tab for data
On the bottom of the spread sheet select the tab for data. You can manually input here versus the user input tab as well. Click to add optional section title or footer

12 When manually inputting you have drop downs to utilize in the columns
When manually inputting you have drop downs to utilize in the columns. Column E is Foreign National. Click to add optional section title or footer

13 Column G is the gender code drop down.
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14 Column J is worker type that you can use the screen drop from the Quick Reference Tab on the instructions tab on the bottom to assist you in description. Click to add optional section title or footer

15 You cannot add another sheet to this excel file because it does not have the program code you need to properly import file into DOEHRS. Click to add optional section title or footer

16 Things to remember: Do not change the columns or you will change program code and the import will fail. Make sure you click the file tab and save as, so you will be able to find your file to import into DOEHRS. Click to add optional section title or footer


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