When you need to bulk update employee profile information, you can do so using the New Import function by selecting Update Standard Employee Information. 

TABLE OF CONTENTS

• ✅ Sections You Can Update
• ⚠️ Sections That Require Dedicated Import Templates
• Steps to Bulk Update Standard Employee Information 
  • Step 1: Generate a Master Report 
  • Step 2 : Make a copy of the template LINK
  • Step 3: Understand Key Columns 
  • Step 4: Prepare the Excel Template 
  • Step 5 : Import Data

✅ Sections You Can Update

Bulk updates in Standard Employee Information can be applied to the following sections:

• Basic (First name, Middle name, Last name, Preferred name, Full legal name, Date of birth, Gender, Marital status, Nationality, Employee ID)

• Contact – Email (Work & Personal email addresses)

• Contact – Phone (Work & Mobile phone numbers)

• Employment (Employment status, Start date, Last day of work)

• Probation & Notice (Probation period, Probation status, Probation end date, Probation extension date, Confirmation date, Notice period)

• Payment Account (Payroll country, Payment type, Bank country)

• Bank Information (Bank name, Bank code, Bank branch code, Swift code, Bank account number, Bank account name)

⚠️ Sections That Require Dedicated Import Templates

Some specific sections/fields are not included in this import. Please use their dedicated templates instead: 

• Contact & Address →  Bulk Upload Address

• ID & Visa →   Bulk Upload ID and Visa

• Emergency Contact →  Bulk Upload Emergency Contact

• Dependent →   Bulk Upload Dependents

• Job →  Bulk Update Existing Job Information in the Employee Profile

• Manager →   Bulk Upload Manager

• For any custom sections or fields under the Profile, please follow the steps in Bulk Upload Custom Fields

Steps to Bulk Update Standard Employee Information 

Scenario Example : 

You need to update the Start Date and Probation Status for 10 employees. 

Step 1: Generate a Master Report 

Why this matters: The Master Report shows the current values before making changes, and later helps confirm that updates were applied correctly.

⚠️ Important: Include only Basic & Employment section fields when generating the report.

Step 2 : Make a copy of the template LINK

Step 3: Important Notes When Filling Out the Import Template 

• Please read this guide carefully before filling up the templates.

General Rules

• Column A: System ID → Found in the first column of the Employee List report; required to identify each employee.

• Columns B–AJ → You may remove unnecessary columns and keep only the ones you need to update (e.g., Start Date, Probation Status).

• Date columns (e.g., Date of Birth, Start Date, Last Day of Work, Confirmation Date) must be in DD/MM/YYYY format.

• Columns H, I, J, W, AB, AC, AE → Values must already exist in the system. Please refer to available options in Omni before updating.

• Do not write N/A or 0 → they will be imported as literal values ("N/A" or "0").

• All empty fields will be updated with empty in Omni.

Data Entry Rules

• Do not write N/A or 0 → they will be imported as literal values.

• Remove unused columns → prevents overwriting existing data.

• Empty fields → will overwrite values with empty in Omni.

• Primary Phone / Email → if left blank, no primary will be set.

Step 4: Prepare the Excel Template 

Steps to Prepare Your Data File: Example LINK

1. Copy the System ID of the 10 employees needing updates from the Master Report. 
2. Update only the necessary fields (e.g., Start Date and Probation Status).
3. Remove any other unnecessary columns to keep the file clean.

   
   

Step 5 : Import Data

⚠️Best Practice : Test with 1–2 employees first to confirm the format and avoid large-scale errors. 

1. Go to your Omni URL: (companyname).omnihr.co/new-import

   • Example : omnihr.omnihr.co/new-import

2. Click Import and select Update standard employee information from the dropdown menu.
   

3. Upload your completed template file and click Import.
   

4. Once processed, you will receive an email with an attached file showing the results:

   • ✅ Success! → The row was uploaded successfully.

   • ❌ Error Details → Explains why a row failed to import, so you can correct and re-upload.

 Tip: Always keep a backup of your Master Report before running bulk updates. This ensures you have a reference point in case you need to roll back changes.

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