Importing employees from an XLSX or CSV file is a great way to get set up and running quickly.
Hint: it is also a handy way to perform bulk updates of employee data.
The best way to get started is by exporting the XLSX or CSV template file, adding data to it and then re-importing it. To export the template, go to the 'Employees' tab on the dashboard, click the'Add Employee' button and choose the 'Export Employees' option. Then click on the drop down menu options to choose an 'Empty Template' from the 'Data type' menu, then 'Abridged format file' from the 'File menu' and lastly choose whether you want to work with an XLSX or CSV Template from the 'File format' menu and click on the 'Download' button.
This file contains the column headers for the import. You simply need to add a row for each employee that you wish to import.
Once you have entered the data into your file and saved it you can now import the data using the 'Import Employees' option.
You now choose the 'Abridged Format file upload' (this is just a smaller data range compared to the standard file upload) from the 'Import employees from' option and then either select the file you want to import by clicking on the 'Select File' button or use the Tip:drag a file onto the page to upload it. Once the file is in place click on the 'Confirm upload?' button.
Once the import is complete, a report will be displayed showing you the employees that were created/updated.
The following fields are used in the Abridged Employee Import
If you have any questions or feedback, please let us know via firstname.lastname@example.org