Use this for your first ever import or to add many new employees at one time.
Note: The initial import is the only time you can import terminated employees.
How to import data
- From the left menu, select People > Import.
- Click Import People.
Tip: We recommend downloading the employee data template at the bottom of the page.
- Make sure your sites have been defined as it is a required field in this template.
Note: Only 500 records can be uploaded at a time. Please prepare your data files accordingly to allow for a smooth import process.
- Once you have your data in the template, you can upload it. Click Upload and follow the steps (if you are on the same page), or click Import People again and follow the prompts.
Tip: Make sure you select the correct sheet for the data you want to import.
- Once you've uploaded your sheet, any anomalies and values that need might need to be manually sorted will automatically flagged.
- Click Next.
A mini report detailing rows that have successfully been imported, and any errors, will be displayed. You can download this report to know what you need to fix and import again.
How to update other employee information
Once you have created employees' profiles, you will need to re-import to add additional information, such as emergency contact info, financial details, etc.
You will also need to complete further imports to the different tables located on peoples' profiles, such as the work or employment tables.
Note: This process can also be followed to update people's data at any time to add more information.
Next, update people's data to add more relevant information to your employees' profiles.
If you prefer to start importing data to some of the tables on peoples' profiles (for example the work or employment tables), you can import table data next.
What happens if I have errors?
If your import doesn't match, you'll receive errors. The easiest way to fix these errors is to download the error report. This will give you a spreadsheet in the correct format for re-upload, with one line for each error.
In the last column of the data, you will find the error reason. Once you have corrected your data, you can use this same spreadsheet to upload the new information. Use the same button (import or update) that you used initially.
We recommend reading the Please Read tab on the template you have downloaded for tips and suggestions.