Migrating from Excel to HRIS

Bring scattered spreadsheets into an organised HR process

Start with the files your team already uses. We help prepare Excel records for Sigma HRIS or Forte HRIS and guide users through the transition.

Move from Excel with Practical Help from Sigma

Spreadsheets often hold employee records, attendance, and payroll components. As more files accumulate, HR spends time finding the latest version and checking differences before work can begin. Moving from Excel to HRIS brings this information into a shared application. Sigma helps prepare the records and explains the required formats and migration steps.

Agree Which Files to Use

The same information may appear in several spreadsheets with different updates. A branch file may show an employee transfer that has not reached the central list. Before migration, confirm which file is the reference for each type of record.

We review sample files and identify differences that need confirmation from the people who know the records. Agreeing the source early makes preparation faster and reduces corrections caused by using an outdated version.

Map Columns and Check Their Contents

A column heading may not fully explain its contents. A location column, for example, could contain a branch name, work area, or internal code. Dates and employee numbers may also use different formats across files. These need a consistent format before importing.

We map columns to the application fields and explain the required format. Duplicate entries and missing values are flagged for review together. Working from sample files gives your team clear guidance without requiring you to recreate every spreadsheet from scratch.

Help Users Follow the New Process

Moving from Excel changes how people update and check information. If everyone continues using separate copies of a file, differences can return even after the application is ready. Explain where changes should be recorded and who confirms them.

We check sample imported records and introduce essential tasks in the application. A simple example, such as updating an employee’s branch assignment, helps users practise the steps. Guidance during initial use helps the team establish the new way of working.

Check Employee Numbers and Date Formats

Before preparing an Excel file for migration, review these points with our team:

  • Store employee numbers as text when leading zeros must be preserved, such as 00125.
  • Use consistent date formats and separate table titles from data rows.
  • Keep employee number, branch, and status in separate columns so each can be mapped to the correct field.

Begin with your existing files and prepare them with Sigma according to the application’s requirements. Agreed source files and shared checks help migration progress efficiently. The aim is to make the records usable for everyday HR tasks once they have been imported.

Sigma Solusi Informatika helps review Excel samples and prepare them for Sigma HRIS or Forte HRIS. After importing, we explain where to record changes so users can move away from maintaining multiple file versions. Migration data validation and ongoing support help keep the transition organised.

Questions About Migrating from Excel to HRIS

Can we start with the Excel files we already use?

Yes. Share a sample so we can review its source, columns, and preparation requirements.

Are Excel formulas automatically transferred?

Explain the calculation rules behind the formulas. We review how those rules can be configured in the application; formulas are not automatically carried over from Excel.

Who helps prepare the file format?

Sigma helps map columns and explains the required format. Your company confirms the contents and source records.

What if the data is in multiple files?

Identify the reference file for each type of information. We help review how files should be combined and which differences need confirmation.

Will the results be checked together?

Yes. We compare record counts and sample entries with the agreed reference before use.

Will users receive help as they move to HRIS?

Yes. We discuss training and guidance so users understand how to carry out their tasks after moving from spreadsheets.

Start with the Excel Files Your Team Uses

Share sample employee, attendance, or payroll files. We will help review the columns, formats, and steps needed to move them into HRIS.