Bulk Adding Employee

Overview Video
Step-by-Step Tutorial Guide 

 Step 1: Open the Employee Module 

 

 

 Log in to the TankhaPay dashboard. 

 

 

 From the left-side navigation panel, click Employees . 

 

 

 The Employee Management dashboard opens, displaying: 

 

 

 Employee statistics 

 

 

 Employee list 

 

 

 Search and filter options 

 

 

 

 

 Locate the Bulk Upload button on the top-right corner of the employee list. 

 

 

 This section allows HR teams to add multiple employees simultaneously. 

 Step 2: Open the Bulk Add Employee Page 

 

 

 Click Bulk Upload . 

 

 

 Select Bulk Add Employee from the available options. 

 

 

 The Bulk Add Employee page opens. 

 

 

 The page contains: 

 

 

 File upload section 

 

 

 Sample template download option 

 

 

 Upload instructions 

 

 

 Validation guidelines 

 

 

 Step 3: Download the Sample Template 

 

 

 On the Bulk Add Employee page, click Download Sample Template . 

 

 

 Save the Excel file to your computer. 

 

 

 Open the downloaded template before entering employee details. 

 

 

 Using the provided template ensures the data matches the required system format. 

 Step 4: Review the Template Instructions 

 Before filling in the Excel sheet, review the instructions displayed on the page. 

 The instruction section explains: 

 

 

 Mandatory fields that must be completed. 

 

 

 Required data formats for each column. 

 

 

 Accepted values for dropdown-based fields. 

 

 

 Validation rules for employee information. 

 

 

 Guidelines to prevent upload errors. 

 

 

 Reading these instructions helps avoid data validation issues during import. 

 Step 5: Enter Employee Details in the Template 

 

 

 Open the downloaded Excel template. 

 

 

 Enter employee information in the appropriate columns. 

 

 

 Complete all mandatory fields as instructed. 

 

 

 Verify that all data follows the specified format. 

 

 

 Save the completed Excel file. 

 

 

 Ensure the template structure remains unchanged while entering employee information. 

 Step 6: Upload the Employee File 

 

 

 Return to the Bulk Add Employee page. 

 

 

 Click the file upload area or Choose File option. 

 

 

 Browse your computer. 

 

 

 Select the completed Excel template. 

 

 

 Upload the file. 

 

 

 The selected file appears in the upload section once it has been successfully attached. 

 Step 7: Import Employee Records 

 

 

 After selecting the file, click Upload . 

 

 

 The system validates the uploaded data. 

 

 

 If validation is successful, the employee records are imported into the system. 

 

 

 If any errors are found, review the error details, correct the Excel sheet, and upload the file again. 

 

 

 The validation process ensures only correctly formatted employee records are imported. 

 Step 8: Verify Uploaded Employees 

 

 

 After the upload is completed, return to the Employees dashboard. 

 

 

 Review the employee list. 

 

 

 Confirm that the newly uploaded employees appear in the list. 

 

 

 Use the search option if required to verify specific employee records. 

 

 

 This confirms that the bulk upload process has been completed successfully. 

 Key Benefits of the Bulk Add Employee Feature 

 

 

 Add multiple employees in a single upload. 

 

 

 Reduce manual data entry. 

 

 

 Standardize employee information using a predefined template. 

 

 

 Minimize upload errors through built-in validation. 

 

 

 Save time during onboarding of large employee batches. 

 

 

 Improve accuracy and consistency of employee records. 

 

 

 End of Tutorial 

 You have now completed the Bulk Add Employee walkthrough in TankhaPay. 

 This feature enables HR teams to quickly onboard multiple employees using a standardized Excel template, ensuring faster data entry, improved accuracy, and efficient workforce management.