Import employees from a CSV file

Use the import when you are moving from another system or adding a batch of joiners. The file is checked row by row first, and nothing is saved until you confirm.

Before you start

• You need the employees.manage permission.
• Create your departments, designations and work locations first. The import matches them by name.
• The file can have up to 1000 rows and be up to 2 MB.

Steps

1. Go to People → Employees ( open Employees) and click Import.
2. Under Get the template, click Download template.
3. Fill one row per employee. Keep the header row.
   • Dates can be YYYY-MM-DD or DD-MM-YYYY.
   • Leave employee_code empty to auto-number.
   • Put the manager's code in manager_employee_code. The manager can be someone in the same file.
4. Save the file as CSV.
5. Under Upload and check, choose the file and click Check file.
6. Review the result table. Rows with problems are highlighted with the reason.
7. If any row has an error, fix it in your file, click Upload another file and check it again.
8. When the summary says all rows valid, click Import N employees and confirm.

What happens next

Imported employees do not get an invite automatically. Use the invite button on each employee to let them sign in. See Give employees portal access.