In this article, we've listed down all the fields in the Sprout HR Template, what they're for, and how to fill these out.
First make sure you've already set-up the following. Certain fields on the template rely on these pre-requisites:
Now here's how to fill out the template:
All items marked with an asterisk (*) are required.
A. Status after upload - leave this column blank. When you upload the template with incorrect data, an annotated excel template is automatically downloaded - and all the details for correction appear on this column.
B. *Employee ID No - Alphanumeric characters are accepted.
C. *First Name
D. Middle Name
E. *Last Name
G. *Civil Status
H. *Date of Birth - Format is mm/dd/yyyy. Employees added via the HR template will have his or her birthday as the default password.
I. *Contact Number
Here are the accepted formats:
Mobile: 11 or 12 digits (eg. 09171234567 or 639123456789)
Landline: 7 or 9 digits (e.g. 8000000 or 028000000)
Home: 7 or 9 digits (e.g. 8000000 or 028000000)
Work: 7 or 9 digits (e.g. 8000000 or 028000000)
Other: 11 or 12 digits (eg. 09171234567 or 639123456789)
K. *Email - This email will be used to receive email notifications from leave applications.
L. *Department - Select a Department that has already been previously set up.
M. Location - Type in the exact title of the Work Place that has already been set up.
N. Job Title
O. Employee Type - Select if Rank and File, Manager, or Officer.
P. *Employment Status - Select an employment status.
Q. *Hire Date - Format is mm/dd/yyyy.
R. Regularization Date - Format is mm/dd/yyyy.
S. *Biometric ID - Input the biometric ID. Must contain numbers only with a maximum of 10 digits.
T. *Reports To Employee ID No - Input the employee ID of the manager/supervisor (found on column B).
U. Employee Remarks
V. *Schedule Type
W.*No of Hours To Work
See this article to learn about the different schedule types and how to fill out the number of hours to work.
The following fields repeat from columns X to AR for Monday to Sunday:
X. *Monday is Rest Day? (Yes/No) - Select Yes or No.
Y. *Monday Shift From - Shift To (HH:mm am/pm - HH:mm am/pm) - Follow the format. For example: 08:00 am - 05:00 pm
Z. *Monday Break In - Break Out (HH:mm am/pm - HH:mm am/pm) - Follow the format. For example: 12:00 pm - 01:00 pm
... fill out for Tuesday to Sunday until column AR.
AS. Payroll Pie ID - If your company has a linked Sprout Payroll account, input the employee's Payroll ID here.
AT. SSS No
AU. *TIN No. - Required.
AV. PhilHealth No
AW. PAG IBIG No
AX. PRC License No
AY. Passport No
AZ. Tax Status
BA. Local Trunk Line
BB. Local Trunk Line Pin
BD. Emergency Contact Name
BE. Emergency Contact No
BF. Emergency Contact Relationship
BG. Emergency Contact Address
BH. Bank name
BI. Bank Account No
BJ. Basic Salary
BL. Transportation Allowance
BM. Meal Allowance
BN. Communication Allowance
BO. Travel Allowance
BP. Other Allowance
BQ. *User Level - Select the correct user/access level.
You've just learned how to fill out the Sprout HR template! If you have any questions, send us a message at firstname.lastname@example.org.