Bulk User & Beneficiary Creation

Upload an Excel file to create users and beneficiaries

Upload Guidelines

Follow the guidelines below before uploading your file.

You can use this tool to upload an Excel file with employee data directly to our system. Please read and follow all guidelines below to ensure a smooth, error-free upload.

Required Fields

Please ensure your Excel file contains all the required fields below. Use the approved template and keep the column names unchanged.

EmployeeCodeNameEmailDOBGenderRelationGrade

Sample Excel Template

Use the approved Excel template to upload user and beneficiary details. The template contains all required columns in the correct format.

NOTE – Optional fields

MobileNumber

File Format

Only .xlsx files are accepted. Please use the approved Excel template and keep the column headers unchanged.

Success & Error Notifications

Your file will be validated before any records are created. If errors are found, the upload will not be processed. You will be shown the affected records and the specific fields that need to be corrected.

Important Note

Please ensure the file name does not contain underscores (_). Also check that there are no blank spaces within cells in the Excel sheet, as these can cause errors during processing.

Avoid underscores in file name & spaces in cells