Excel Mapping
Excel mapping refers to the page where you can download some pre-defined excel templates of modules of the PeopleWorks application. The template can be downloaded and saved with all the required data. In some modules, excel mapping can be done from column name to excel column name where column name is the default name of the application and excel column name is the user defined name.
To view and configure excel mapping:
In the PW Admin menu, under Configuration, click Excel mapping.
The Excel mapping page opens.
Click the Module drop-down box, select a module.
Depending on the module selected, download link or a table containing default column names and excel column names appears.
The different modules are:
Modules
Modules |
Description |
CDM_Details |
Displays the excel sheet template, which contains the columns related to employee’s details like title, first name, last name, middle name, personal mail, father’s name, date of birth, gender, department, designation and so on. |
EDM_Bank_Details |
Displays the excel sheet template, which contain the columns related to employees’ bank details like employee name, type, bank name, account number, payment mode, IFSC, and so on. |
EDM_Certification |
Displays the excel mapping template which contain the columns related to employees’ certification like employee ID, certification name, type, date of certification, score, validity, and so on |
EDM_Cost Center |
Displays the excel mapping template which contains the column related to employee ID and cost center |
EDM_Details |
Displays the excel sheet template, which contain the columns related to employee details like employee name and ID, brand, process, branch, blood group and so on |
EDM_Emergency Contact Details |
Displays the excel sheet template, which contain the columns related to emergency contact details of employees like employee name and ID, telephone number, address, and so on |
EDM_Family Details |
Displays the excel sheet template, which contain the columns related to family details of employees like employee name and ID, dependant name, family state,age, relationship, working, and so on |
EDM_Insurance_Family |
Displays the excel sheet template, which contain the columns related to division of insurance to family members of employees like employee name and ID, policy number, name, covered/nominee, membership ID, premium amount, contribution, and so on |
EDM_Insurance_Others |
Displays the excel sheet template, which contain the columns related to division of insurance to person other than family members of employees like employee name and ID, policy number, name, relationship, gender, covered/nominee, membership ID, premium amount, contribution, and so on |
EDM_Language Details |
Displays the excel sheet template, which contain the columns related to language details of employees like employee name and ID, language, mother tongue, read, speak, write, and so on |
EDM_Nomination_Details |
Displays the excel sheet template, which contain the columns related to nomination details of employees like employee name and ID, nominee, nomination type, nomination state, age, relationship, and so on |
EDM_Overseas |
Displays the excel sheet template, which contain the columns related to overseas experience of employees like employee name and ID, company, duration, project name, and so on |
EDM_Previous_Employment |
Displays the excel sheet template, which contain the columns related to previous employment details of employees like employee name and ID, company name, company address, date of joining, date of relieving, reason for leaving, salary, reporting to, company pin code, date of joining, last drawn salary, job type and so on |
EDM_Qualification |
Displays the excel sheet template, which contain the columns related to education qualification details of employees like employee name and ID, institute name, qualification, board/university, %/grade/division, state/location, and so on |
EDM_Salary_Details |
Displays the excel sheet template, which contain the columns related to salary details of employees like employee name and ID, structure type, band, designation, and so on |
EDM_Salary_NonCtc_Details |
Displays the excel sheet template, which contain the columns related to salary breakup details of employees like employee name and ID, structure type, band, designation, basic, HRA, conveyance allowance, PF, and so on |
EDM_Salary_Plan |
Displays the excel sheet template, which contain the columns related to salary details of employees like employee ID, effective date, LTA, car loan, and so on |
EDM_Visa Details |
Displays the excel sheet template, which contain the columns related to visa details of employees like employee name and ID, country, date of expiry, issued date, visa type, visa number, and so on |
Leave_Management |
Displays the excel sheet template, which contain the columns related to credit of leaves of employees like employee name and ID, comment, from date, leave type, to date, and so on |
Leave_Migration |
Displays the excel sheet template, which contain the columns related to transaction of leave of employees like employee name and ID, leave type, from date, to date, from session, to session, number of days, reason for leave, and so on |
Training |
Displays the excel sheet template, which contain the columns related to training program that contains employee ID |
Update_Employee_Basic_Info |
Displays the excel sheet template, which contain the columns related to updating of employee basic information like employee name and ID, first name, middle name, last name, gender, DOB, blood group, PAN, and so on |
To configure excel mapping depending on the module selected, perform one of the steps:
When a download link appears, click Download.
A dialog box appears.
Select Open with and click OK.
An excel sheet containing the column names opens.
Make the necessary changes in the column names and save the excel sheet.
Note 1: To
save the excel sheet, select Save.
Note 2: User
should provide the same notice period days as configured for the employees
in the notice period configuration form.
Note 3: To
exit without downloading the excel sheet, click Cancel.
Note 4: In
Excel upload, the ‘Update Basic Employee Info’ template should allow to
upload with the columns exactly similar with EDM template.
Note 5: Wedding anniversary date
and spouse name is mandatory if
marital status is “Married”.
The excel sheet with user defined column names are saved.
When a table containing default column names and excel column names appears
Click the Excel Column Name text box, enter the user defined column names in the corresponding text box.
Click
.
Saved successfully message is displayed and the customer defined column names are configured.
Note 1: To
define the number of entries on the page, click Show
drop-down box and select the desired number.
Note 2: All
fields marked * are mandatory and
cannot be left blank.
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