When you have more than a handful of employees, adding them one at a time would be too time consuming. You can instead import them in bulk, using an Excel spreadsheet.
Please note: This import can only be used to create new employee profiles. It cannot update existing employees.
Step 1: Open the import tool
Hover over HR on your main menu
Select Employees
Click on Add employee
Select the Import employees option
Step 2: Download the template
Click Download
Download the Excel template
Note: You'll need Microsoft Excel or another spreadsheet application that supports Excel files to complete the template.
Step 3: Complete the template
Open the template and enter your employees' details.
The following fields are required:
First name
Last name
Position(s) (separate multiple positions with commas)
Branch(es) (separate multiple branches with commas)
We also recommend including each employee's email address to make it easier to send their account invitation once the import is complete.
The template also supports a variety of formats for information such as:
Mobile phone numbers
Hire dates
Hourly rates
Step 4: Upload your file
Once you've completed and saved the template:
Click Upload file
Select your completed spreadsheet
Step 5: Review and correct any errors
Your file will automatically be checked for any issues, such as typos in your locations or positions.
If any issues are found, you'll be able to correct them or choose how you'd like them handled before continuing.
Once you're happy with the summary, click Import.
Import complete
Your new employee profiles will now be created and ready to use.
If you'd like to export your employee list instead, see our guide on exporting employees.