Import: Advanced import

Overview

You can use the Advanced Import User (Including Pay Details) CSV to bulk upload all your user's payroll and HR details into the platform.

Availability

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

Getting started

Download the CSV template
  1. Click the Personnel menu.
  2. Click the Import Employees submenu.
  3. Select the Advanced Import User (Including Pay Details) option in the select and download the template you need field.
  4. Click the Download button.
    Import_1.jpg
Upload the CSV template
  1. Complete the relevant fields in CSV file.
  2. Click the Upload button and re-upload the CSV file.

    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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