In order to import a list of employees, you will need to match the format of our import file. The import file with the intended fields is attached at the bottom of this article. 

Importing Employees (Web) Image 1Once you have downloaded the import template, fill out the fields you would like to include. Make sure the employee code (which corresponds to the employees' ID in payroll) the employee badge, (which is the employee's ID for the device) as well as their name are added at minimum. Save the file as a .csv file. If there are fields you wish to not include, you may leave it blank. 

 

Importing Employees (Web) Image 2

Now that your template is complete, you will need to import it in your web account.

  1. Go to Tools -> Import -> Import Employees
  2. Click Browse to select a location to save your template. If your file is .csv, leave the delimitter as comma. Then select whether you are adding or updating employees. Lastly select your date format, then click Next to continue. 
  3. On the next page of the wizard, you will need to enter in the fields that are mandatory for the employees. The status including their active date and pay policy will need to be set, and if that differs for employees, you will need to split the import into multiple files
 Importing Employees (Web) Image 3
On the last step of the wizard, you will match the fields with what you have included in the template. The fields that include the header names exactly as listed in the system's fields will automatically populate with the corresponding field. Once you are done with this, click next and Finish and your employees should import.
Importing Employees (Web) Image 4
NOTE:  If you receive an error message of too many columns, try to delete any unused columns. Also try to copy only the used rows and columns into a new Excel sheet and save it as a new .csv file, then try the import again.

In order to import a list of employees, you will need to match the format of our import file. The import file with the intended fields is attached at the bottom of this article. 

Importing Employees (Web) Image 5Once you have downloaded the import template, fill out the fields you would like to include. Make sure the employee code (which corresponds to the employees' ID in payroll) the employee badge, (which is the employee's ID for the device) as well as their name are added at minimum. Save the file as a .csv file. If there are fields you wish to not include, you may leave it blank. 

 

Importing Employees (Web) Image 6

 

Now that your template is complete, you will need to import it in your web account.

  1. Go to Tools - Import Employees
  2. Click Browse to select where your template is saved. If your file is .csv, leave the delimitter as comma. Then select whether you are adding or updating employees. Lastly select your date format, then click Next to continue. 
  3. On the next page of the wizard, you will need to enter in the fields that are mandatory for the employees. This is the Group (which will be overriden by what is in the file) and the start date for all employees.

Importing Employees (Web) Image 7

 

On the last step of the wizard, you will match the fields with what you have included in the template. The fields that include the header names exactly as is in the system's fields will automatically populate with the corresponding field. Once you are done with this, click next and Finish and your employees should import.

 

Importing Employees (Web) Image 8

 

NOTE:  If you receive an error message of too many columns, try to delete any unused columns. Also try to copy only the used rows and columns into a new Excel sheet and save it as a new .csv file, then try the import again.