Importing employees in bulk serves as a convenient option to gather all employee data on a single spreadsheet versus manually adding it one-by-one in the platform. You will be able to add most employee information or just the required information if you prefer.
- To start the employee import process, select the menu option on the top right next to the “Add employee” button on the Directory page.
- Select Import Employees.
- On the next screen, there is an option to download the employee import template. This contains the columns of data in the order needed to successfully import data.
- Download employee import template.
- When the template is downloaded to your computer, you can manually fill out the spreadsheet or you can copy and paste from other spreadsheet/exports you may have from other systems. Please note that the columns must maintain the order in the originally downloaded spreadsheet. Additionally, the format of data must be valid in order to successfully import. If data is invalid, we will show you any errors after import. You may fix this inline or by discarding any rows with errors and re-importing.
- Once the template is filled out, go back to the platform. If your session ended, you can go back to the menu on the Employee Directory and select import employees.
- Select the option to upload.
- Select the file you wish to upload.
- You will see an indication of your file loading.
- Once loaded, you can review any data that has errors.
- You may choose to edit the fields with errors.
- Once done editing, select to save updates.
- Or you can discard the rows, and upload the rest of the employees that do not have errors
- Select to upload.
- You will be navigated to the employee directory page where you will start to see your employees loading in the directory.
- If you uploaded a lot of employees, it may take some time. You will see a loading indicator on the top of the page. You may continue to use the platform while employees load.
- You will see all saved employees in the directory.
- Select the employee from the directory to open their employee profile.
- You can edit or add any additional information by navigating through the different tabs on the employee profile.