HR Records

How to Import Employees in Bulk

1 min read 91 words

Overview

Employee Records

If you are setting up HR for the first time or adding many people at once, importing from a spreadsheet is far faster than typing each record.

Steps

  1. On Employee Records, choose Import.
  2. Download the sample XLSX so your columns match what the system expects.
  3. Complete the rows with your employee data and upload the file.
  4. Rows are validated and any errors are listed so you can correct and re-upload.
  5. Valid rows become employee records automatically.

Tips

  • Import a small batch first to confirm your columns and formats are correct.

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