Necessary Fields to Import Your Employees with a CSV

You can use our csv import tool to quickly add or update employees.

Please see our best practices guide first before using this feature: CSV import your employees.

Necessary fields:

The following fields are required for a CSV to be imported successfully.

  • First name
  • Last name
  • Email

If any of the following pay detail fields are entered, then all other relevant fields are required.

  • Salary
  • Salary Option
  • Pay Schedule
  • Pay Category
  • Pay details - Effective Date
  • Hours/days per week

Awards and classifications

If you are using awards and classifications as part of Employment Hero Payroll. If any of the fields are entered, then all other relevant fields are required.

  • Industrial Instrument
  • Classification
  • Pay Rate Template
  • Anniversary Date
  • Date of Birth
  • Pay Schedule

Bank Details

If any bank details are entered, the following fields for the corresponding bank account will need to be entered:

  • Account Name
  • Account BSB 
  • Account Number
  • Allocated Percentage or Fixed Amount

Super Choice

The field "Super Choice [Regulated | SMSF | Company preferred]" determines what type of super fields are required.

If Regulated, the following fields are mandatory

  • Fund Name
  • Fund SPIN/USI
  • Member Number

If Self Managed Super Fund (SMSF)

  • Fund Name
  • Electronic Service Address (ESA)
  • Member Number
  • Account Name
  • Account BSB
  • Account Number

If Company Preferred

  • Member Number

The employee's fund will be set whichever fund is currently set in the organisation settings.

Optional fields:

If the following fields are not filled, we will not enter any details.

  • Middle name
  • Known as
  • Nationality
  • Marital status
  • Personal mobile number
  • Home phone
  • Payroll Code
  • Location
  • Employment type
  • Job Title
  • Probation months
  • Company email
  • Company mobile
  • Company landline
  • Primary manager
  • Secondary manager

 

Have more questions? Submit a request

Comments