To import a list of employees, you will need to use the employee import template provided below.

Empty Import Template.csv

Preparing the Import File

  1. Download the employee import template attached at the bottom of this article.
  2. Enter the employee information you want to import.
  3. At minimum, include the following fields:
    • Employee Code: The employee's ID used for payroll.
    • Employee Badge: The employee's ID used by the timekeeping device.
    • Name: The employee's name.
  4. Any fields you do not want to include can be left blank.
  5. Save the completed file as a .CSV file.

 

Importing Employees (Web) Image 2

Importing Employees

Once your template is complete, you can import it into your AMG Web account.

  1. Go to Tools → Import → Import Employees.
  2. Click Browse and select your completed CSV file.
  3. If your file is a CSV, leave the Delimiter set to Comma.
  4. Select whether you are Adding or Updating employees.
  5. Select the appropriate Date Format.
  6. Click Next.

Import Settings

On the next step of the wizard, you will need to enter the required employee settings.

The Group and Start Date must be entered. The Group selected during this step can be overridden by the Group information included in the import file.

Other required settings, such as Status, Active Date, and Pay Policy, may also need to be configured depending on your account.

If these settings differ between employees, you may need to separate the employees into multiple import files.

Click Next to continue.

 Importing Employees (Web) Image 3

Matching Fields

On the final step of the wizard, you will match the fields in your CSV file with the corresponding fields in AMG.

If the column headers in your CSV file exactly match the field names used in AMG, the fields will automatically populate with the corresponding information.

Review the field mappings to make sure they are correct.

Click Next, then Finish to complete the import.

Your employees should now be imported into the system.

Importing Employees (Web) Image 4

Import Error: Too Many Columns

If you receive an error indicating that there are too many columns:

  1. Delete any unused columns from the import file.
  2. If the issue continues, copy only the rows and columns being used into a new Excel sheet.
  3. Save the new file as a .CSV file.
  4. Try importing the new CSV file again.