Employee Data Entry
How to add new employees and how to import them from Revisal or other HR platforms.
The ssm.ro platform allows adding employees manually or through bulk import from Revisal or external HR systems.
Manually Adding an Employee
From the left menu Contacts → the "+ Add" button on the top bar, opens the panel containing the steps needed to add a new employee.
It is mandatory to fill in at least the employee's name; additional information or changes can be added later.
Editing or Deleting an Employee
First, search for the desired employee:
- using the Search... box on the top bar → select Details from the newly appeared menu (the name of the selected employee)
- from the left menu Contacts → using the Search... box in the filters section → click on the employee
The methods described above will open the employee details panel where:
- employee information can be viewed and edited, organized by category
- the employee can be deleted using the "⋮" menu in the top right → Delete → confirm deletion
Preparing the Import File
The file must be in XLSX format. CSV or ODT files must be converted before import. The export from Revisal is already in the correct format.
Required Columns
| Column | Description |
|---|---|
Nume | Last name |
Prenume | Can be left blank if the full name is in the Nume field |
Email | Unique identifier of the employee |
Post | Must already exist in the application |
Departament | Must exist in the organizational structure |
COR | Automatically added to Post |
Optional Columns
| Column | Description |
|---|---|
CNP | Personal numeric code |
Cetatenie | |
Nationalitate | |
Adresa | |
Localitate | |
Judet | |
Activ | Values: DA / NU |
Telefon | Format: 07xxx or +407xxx |
Data/Loc Nastere | |
ID | Identifier from the external HR platform |
Marca | Unique employee badge number |
Marca Inlocuitor | Badge number of the substitute during suspension |
Marca Superior | Badge number of the direct manager |
Marca Superior 2 | Badge number of the N+2 level manager |
Locale | Values: ro / en |
Locatie Fizica | |
Echipa PSI | Values: DA / NU |
Calificare |
Import Process
The post and the department must exist
The import returns an error if it cannot match the Post and the Department from the file against those existing in the platform. Create them before importing — see Organization, departments, and posts. This behaviour can be relaxed in the advanced import mode, where new departments and posts can be created automatically.
Step 1 — Access the Import Tool
Navigate to Reports > Compare/Import Employees from Revisal and click Generate Report.
Step 2 — Upload and Analyze
Use the Upload Revisal button to upload the file, then Generate Report for analysis. The system displays the number of new employees, changes, and detected errors.
Step 3 — Run the Import
The comparison report gives you the following options:
| Action | Path |
|---|---|
| View the report | The Details button |
| Import the new employees | Actions > Import (shows the number of new employees detected) |
| Apply changes to existing employees | Actions > Modify (shows the number of modified employees) |
| Delete the employees identified as missing | Individually, from the report |
The import starts asynchronously; the results appear in the import report.
Deleting a contact
Deleting a contact also deletes all of that contact's documents. For employees who have left, use deactivation (Activ = NU) instead of deletion if the documents must be kept.
Other Operations
Comparing Revisal with the Platform Database
The system allows comparing data from Revisal with employees already existing in the platform, in order to identify discrepancies.
Hiring Calendar
From the left menu Applications → Installed Applications → Hiring Calendar, you can schedule the addition of employees, modifications, suspension/activation, or termination.
If it is not installed, it can be installed from the Available Applications tab.
Automatic HR Integration
The platform supports automatic imports from external HR systems through the API.