Note: This guide is for bulk importing employees via the import template option, if you are looking to add individual employees, please see Adding a New Employee. 

1. To get started, click on the Configurations tab ⚙︎ and select Imports from the dropdown list.

2. Once you are on the Imports page click on Employees - Import Employee Information. 

Note: the Required Fields are labeled with a "*". 

3. Click on Download Template to download the excel template for collecting the data. 

4. Open the excel file and populate the information, making sure that all of the above "required fields" are completed.

5. Click on Upload File and add upload your completed template.

6. Your imported data will be displayed on the screen and any errors / typos will be noted in red. Click on the error to open a text edit box to fix it.

7. Once all errors are resolved you can click import to complete the import.

8. You will get a message to let you know that the import has been a success.

9. Refresh your page 

10. To view or edit your employees navigate to the Configurations tab ⚙︎ and select Employees from the dropdown list.

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!