How-to
Update employee details in bulk via CSV
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If you are an admin or super admin with employee module permissions, HRStop lets you update employee records in bulk using a CSV file. This feature simplifies the process of making mass updates by treating the newly imported data as the latest and most accurate version.
Purpose
This guide walks you through the process of bulk updating employee information in HRStop—without the need to edit each profile manually.
Steps to bulk update employees via CSV
- Navigate to Control Panel → Employee → View/Add.
On this page, you see the list of existing employees. - Open the Bulk Update page
Click the dropdown arrow next to the +Add button in the page action bar.
Select Bulk Update from the menu. A new page opens.
3. Download the sample CSV
Click the Download Sample CSV option. Open the file and edit the employee details you want to update.
Important notes:
- Use either Employee Code or Employee Email ID as a unique identifier for each employee.
- You cannot update these identifiers (Employee Code/Email ID) themselves through this process.
- Only the values present in the uploaded file are updated. Missing values are ignored, not deleted.
- Ensure all date formats are consistent across the file (e.g., dd/mm/yyyy or mm/dd/yyyy).
- Prepare the CSV file
Edit the downloaded file with the necessary data updates. You can delete columns you do not want to update.
Mandatory fields like Employee Code or Employee Email ID must remain in the file. - Select the date format
Choose the date format used in your file from the dropdown in the system. - Review and upload the file
- Click Review & Upload to preview data before submission.
- Alternatively, click Upload to directly upload the file.
- On the preview screen, click Upload again to confirm.
- Status: Indicates whether the entry was Accepted or Rejected.
- Reason (for rejections): Helps identify issues for correction and re-upload.
- File not uploading: Confirm that all mandatory columns (Employee Code or Email ID) are included and properly formatted.
- Incorrect date updates: Ensure your CSV date format matches the format selected in the system during upload.
Check import logs
Once the upload is complete, the system shows a log for each record:
Troubleshooting tips
Frequently asked questions
How do I bulk update compliance information for employees in HRStop?
To streamline compliance management, HRStop offers a Bulk Update feature that allows administrators to update compliance details (such as PAN, Aadhaar, etc.) for multiple employees simultaneously. Here’s how to use it:
- Log in to HRStop using your admin credentials.
- Navigate to Control Panel → Employees → View/Add.
- In the View/Add section, click the Import drop-down at the top-right.
- Select the Bulk Update option.
- Download the provided template or prepare a CSV file with the necessary employee compliance data.
- Upload the CSV file in the Bulk Update interface.
- Review the uploaded data to ensure it's accurate and complete.
- Click Execute/Update to apply the changes.
Once processed, the system updates the records accordingly and displays a confirmation. This feature helps ensure efficient and error-free compliance updates across your organization.
How do I remove personal email IDs for all employees in HRStop?
Yes, you can remove personal email IDs for all employees using the Bulk Update feature. Follow these steps:
- Navigate to Control Panel → Employees.
- Click Bulk Update from the dropdown menu.
- Download the CSV file containing current employee data.
- Open the CSV file and locate the column containing personal email IDs.
- Delete the email addresses from that column (leave the cells blank).
- Save the updated CSV file.
- Go back to Control Panel → Employees → Bulk Update.
- Upload the modified CSV file.
Once uploaded, the system processes the changes and removes the personal email IDs for all listed employees.