How to Update data templates?

In order to facilitate the process of entering and updating data in the system, Jisr includes several templates for general employee data, financial data, leave data, contracts, and more, in addition to the section dedicated to uploading copies of government files into the system.

This enables the system admin to easily upload employee data, as well as export the uploaded or pre-entered data in Excel templates.

Updates or modifications can be made to the data in an Excel file by downloading the required template, making the necessary changes or additions, and then uploading the template back into the system instead of manually accessing each employee file and making changes, especially when there is a need to modify data for a large number of employees.

Access to the Data Update Templates page can be done by following these steps:

Home Screen > Click on "Settings" > then "bulk import/ export".

The Action column for each file type or template contains two options (Import, Export):

Export: To download a copy of templates that were previously uploaded to the system.

Import: It is used for two main purposes:

1. To upload a copy of the template to which data has been added or modified to the system.
2. To download a template form for specific employee data.

Note: It is worth noting that the fields within the templates (employee data) have been divided into mandatory and optional fields in order to speed up the task for those responsible for entering data into the system.

User can click on the Import option > then "Download sample File".

The user can follow the status of the last update and the person who import the file through the status column (Imported Successfully, Import Failed, Import partially updated)

If the status “Partially updated” or “Failed” appears, you can identify the errors in the file by clicking on View Details, which will show you the number of invalid records.

Click on the Upload error file option to learn more precisely about the problem that you need to solve regarding these records.

Notes will appear inside the error file in error column to clarify what needs to be fixed, and then re-upload the file back to the system.