Example of a completed Spreadsheet Template

Refer to How to create a new Spreadsheet Import template for step-by-step guidance on the template creation process.

This example shows a completed spreadsheet template.

When you have finished creating your template, select ‘OK’. This will save your template and return you to the list of configured templates for the current company.

Points to note when configuring a template

• Highlighting a row and selecting the up and down arrows will move that row to the required position in the template.

• You can remove items from the template by selecting ‘None’ from the Column Type drop-down list. This will clear all entries in the selected row.

• When linking to a default spreadsheet, all columns you wish to import from Microsoft Excel must have an entry in the Microsoft Excel Column Letter column.

• If you do not select Pre-populate with employees, the Spreadsheet Import Entry screen will consist of empty columns with headers as specified in the template.