How Do I Import New Starters into Cintra Cloud?

How Do I Import New Starters into Cintra Cloud?

You can import new starters into Cintra Cloud using the Cintra Cloud New Employee Import Template.

To import new starters

1. Login to Cintra Cloud

To import employees, login to  Cintra Cloud as usual. 

  1. Open a browser and navigate to https:\\cintra.cloud.
  2. Sign-in with your email address and password.
  3. Enter the code sent to your mobile phone.

2. Access employee import page via Import employee data menu option

Before users can import data using the employee import tool you will need to add the  Employee Import security profile through the Manage Users form.
  1. Click the menu icon  in the top left corner of the home page.

  2. Click Import employee data in the slide out menu. 

    The Add employees page appears.

  3. Select the desired employer from the Employer drop-down list.
  4. Select the desired payroll to which the new employees will belong, from the Payroll drop-down list. 
  5. Click the Next button.  You are presented with the following page.

OR via New starter button in payroll

  1. Select the desired Payroll on the home page. The Payroll's dashboard appears.
  2. Click the ADD NEW STARTERS button. The Add new starters page appears.
  3. Click the Bulk import via spreadsheet tab. You are presented with the following page.

3. Download Employee Template

In order to import employee data into Cintra Cloud you need to populate an employee import template.  C lick the Download Template button on the Bulk import via spreadsheet  tab.

A copy of the employee.xlsx template is now downloaded. 

4. Bulk Import Employee Data

Once you have completed your employee import spreadsheet and you are in a position to import the data into your payroll, you can upload your spreadsheet through Cintra Cloud.  Each import will need to pass through validation checks before data can be imported into your payroll.
  1. To upload your spreadsheet you can perform either of the following:
    1. Drag a copy of the .xslx file into the upload box.
    2. Browse your local computer by clicking on the browse this device link.

      Once you have uploaded your file, Cintra Cloud validates your data.  If there are no validation issues, you will be presented with the following page.
      Note: At this point the New Starters have not been imported into your payroll.  
       

  2. Click the Complete Import button to import employees into your Payroll.

    Once the employees are imported, you are presented with the following message.

  3. Click the Payroll Employees button to exit the import tool. 
If any validation issues are displayed on the import page, you need to correct these errors in your spreadsheet.  Once they are corrected, you need to re-import your spreadsheet and then  Cintra Cloud will re-validate your data.





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