Importing employees

Steps

To upload a list of Employees, click the 'Import Employees' button on the right-hand side of your Employees list

Before uploading a file for import, please download our 'CSV Template'. This will provide a reference for how your input file should be formatted. An improperly formatted import file will not upload properly.

Your import file should have seven, and only seven columns: Name, Payroll Code, and Pay Rate, Initials, Phone Number, Kiosk PIN, Group Number:

Screen_Shot_2020-06-04_at_4.37.06_PM.png

Note: We will automatically use the 'Payroll Code' as the Employee's Badge #.

Having a 'Header' row with 'Name', 'Payroll Code', 'Pay Rate', 'Initials, 'Phone Number', 'Kiosk Pin' and 'Phone Number' is ok. After your import file is properly formatted, please upload your file. If done correctly, you'll be provided with your import options:

Screen_Shot_2020-06-04_at_2.59.01_PM.png

If you have a 'Header', make sure 'First Row' is selected for the Header option. In order to import Pay Rates for each employee, you must select a Payroll Entity from the dropdown. Below your import options, you should see a list of all your employees. Please check to see if all the information is correct, make any changes if necessary, and click 'Import' if all is well.

Notes

If an employee record in your import file does not have a Payroll Code, or if they have one that does not match one already in use, a new Employee record will be created. If an employee record is imported that has a Payroll Code that does match one in use, the importing record will update the existing one.

The payroll entity dropdown does not define an employee's assigned payroll entity, but rather which payroll codes will be imported for that employee. For reference: the payroll entity that can be selected under an employee defines whether or not they should be paid by the default entity of the ranch on which they work a job.

The importing function should NOT be used to copy employees from one company to another (in conjunction with 'download employee list'). Instead, you should refer to the bulk-edit method, allowing you to select any number of employees and edit their linked companies.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.