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      How to use the new employee import process.

      MyFrankCrum supports importing employees from an Excel (xlsx) file format. Below are the steps to build and import a file.

       

      Creation Date: May 26, 2023
      Created By: Product Team
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      Create an Excel spreadsheet of employee data to import, or generate one automatically in the same format from any applicant tracking system.

      1. The file you import needs to have headers for each column with labels that map to our standard field names. Click here for an Excel template that contains all the standard field names, with red to represent required fields.The file requires a header row with field names matching the specifications document.
      2. Add field names to row 1.Add field names to row 1.
      3. Client ID will be the client ID seen in MyFrankCrum for the company we plan to import the employees into.Client ID will be the client ID seen in MyFrankCrum for the company we plan to import the employees into.
      4. Enter employee details for each employee.Enter employee details for each employee.
      5. Click on File.Click on File
      6. Click on Save As.Click on Save As
      7. Excel online may have a different user interface so save the file as per usual.Excel online may have a different user interface so save the file as per usual.
      8. Choose a file name and location that is easy to remember.Choose a file name and location that is easy to remember.
      9. Click on Save.Click on Save
      10. Go to https://mfc.frankcrum.com/login. Click on Log In.Click on Log In
      11. Click on the company the file is for. In our example this is 4021K-FUTURE CONSTRUCTION.Click on the company the file is for. In our example this is 4021K-FUTURE CONSTRUCTION
      12. Importing is found in the New Hire / Re-Hire menu item.Importing is found in the New Hire / Re-Hire menu item
      13. The new Employee Import functionality is accessed by selecting the Import File button.The new Employee Import functionality is accessed by selecting the Import File button.
      14. Select "Good name here.xlsx" from file upload menu and the system imports the spreadsheet and displays the rows. Delete any rows or pick one to begin the new hire process and upload the paperwork.Select "Good name here.xlsx" from file upload menu and the system imports the spreadsheet and displays the rows. Delete any rows or pick one to begin the new hire process and upload the paperwork.
      15. The values from the spreadsheet pre-populate the wizard but changes can be made to fix spelling or update to the latest information if necessary.
      The values from the spreadsheet pre-populate the wizard but changes can be made so fix spelling or update to the latest information if necessary.