Batch Create or Update External Experience Records via Excel Template |
Using this feature, you can download an Excel Template file to batch insert the details of multiple external experience records that should be added or updated, then upload the details into the system.
Screen Navigation: Personnel - Profiles - Experience tab - External Experience sub tab
Batch Create/Update External Experience Records
To create/update multiple external experience records in the system: 1. From the HR Manager main menu, click Profiles under the Personnel menu. 2. Ensure that the crew profile for which you want to create an external experience record has been loaded. Use the Personnel search field to search and select the relevant crew profile. Note: To use a previously saved list of crew, click the search icon in the Personnel search field to use the Personnel List feature on the Simple Search window. Use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile.
3. After you have loaded the crew profile record, click the External Experience sub tab under the Experience tab.
4. Click Open For Edit to download the Excel Template file. 5. Open the downloaded file and insert the following fields:
6. Save and close the file after you have completed the entries. 7. Click Add Template to select the file that you have just updated, and click Open. 8. Then click Upload to upload the selected file. The system will prompt if there are any mandatory fields that were not inserted.
If successful, the following message will be displayed.
The information you have added/updated in the file will now be reflected in the table.
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