Import: Employee details

Overview

You can use the Upload User Employee Details CSV to bulk upload your user's employee details 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 Upload User Employee Details 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 Choose File button and select 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   Email  
Employing entity Employing entity   Text Only existing employing entities can be entered.
Payroll code Employee code   Numerical  
Location Location   Text You can only enter existing locations.
Primary cost centre Primary cost centre   Text You can only enter existing cost centres.
Additional cost centres Additional cost centres   Text If there are multiple additional cost centres, they need separating with a '|'.
Employment type Employment type   Text Select from either:
  • Full-time.
  • Part-time.
  • Casual.
Job title Job title   Text  
Team Teams   Text If there you have multiple teams, they need separating with a '|'
Primary manager email Primary manager   Email  
Secondary manager email Secondary manager   Email  
Start date [dd/mm/yyyy] Start date   Date  
Termination date [dd/mm/yyyy] Termination date   Date  
Length of probation Length of probation   Numerical You need to enter the data in this field as months.
Company email Company email   Email  
Company mobile Company email   Email  
Company landline Company landline   Numerical  
Type [Employee | Contractor]     Text

Select from either:

  • Employee
  • Contractor
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