Importing employees

If you have several people to add at once, you can import them from a spreadsheet instead of filling in the Add Employee form for each one.

1. Employees — Open the Employees group in the menu.
2. Active — Then choose Active.

Steps

1. From the Human Resources section of the menu, open Employees → Active.
2. Click Download Sample to get the import template. Fill in one row per employee, following the columns in the template.
3. Click Import Employees and choose your filled-in file. Accepted file types are .xlsx, .xls, and .csv.
4. Wait for the import to finish. On success you'll see a confirmation and the new employees appear in the directory.

Troubleshooting

• If some rows have problems, the import is rejected and you'll see the first few errors with their row numbers (for example a duplicate email or a missing required value). Fix those rows in your file and import again.
• The Download Sample and Import Employees buttons appear only if you have permission to create employees.