Import: Quick import

Overview

You can use the Quick Import User CSV to bulk upload your user's first name, last name, and email address into the platform.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Downloading the CSV template
  1. Click the Personnel menu.
  2. Click the Import Employees submenu.
  3. Select the Quick Import User option in the select and download the template you need field.
  4. Click the Download button.
    Import_1.jpg
Uploading the CSV template
  1. Complete the relevant fields in the CSV file.
  2. Click the Upload button and re-upload the completed CSV file.
  3. Confirm that you are uploading the correct file and click on the Yes button.

    Helpful Hint

    A screen appears indicting the upload progress of your file. The platform automatically redirects you back to the import employee screen once this step has completed.

    Import_2.jpg

    Helpful Hint

    A summary appears on the Import Employee's screen outlining what data successfully uploaded and what errors occurred.

    Import_3.jpg

Further information

CSV template details
CSV Column Name Platform Field Name Required Data Type Notes
First name [*] First name   Text  
Last name [*] Last name   Text  
Account email [*] Account email   Text  
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