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Get the blank spreadsheet template to populate. The template is available in the desktop application under Company Settings > Import > Get People Import Template
At minimum populate the required fields in the templatePopulate the spreadsheet with your new employee information, one row per employee.
Yellow and Green fields must be filled in. Please note that most of the required fields are in the first columns of the sheet, however the Email Address Field column (AH in the current spreadsheet) is also required for imports and isn’t immediately visible
Location, Department, Division, Job Classification values must match the values you’ve provided for the related Picklist
Password must be a minimum of 6 characters
Any field other than the required fields can be left blank, in which case it will be ignored
The Organization Team column allows you to assign an employee to a single existing team by entering the team’s name here.
Once filled in the spreadsheet can be imported using Company Settings > Import > Import People
If there’s an error during upload you’ll be notified by the desktop application. Otherwise the server will begin processing your upload and send an email to your preferred email address when done which will tell you if the import succeeded or if any rows need to be fixed.
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