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How to Add Employees Using the Employee Import

Use the Employee Import tool to add multiple employees at once using a template.


Import Employees

  1. From the left-side menu, click Staff.

  2. Click the green + icon next to Employees.

  3. Select New Employee.

  4. Click Import Employees.

  5. Click Download to get the import template.

  6. Fill out the template and save it as a CSV file.

  7. Click Select an Existing File and upload your file.
    Note: The file name should not include punctuation (e.g., dashes or periods).

  8. Select This is the Header Row, then click OK.

  9. Review the data and click Import.

  10. Select the Position to assign the employees.

  11. Click Import.

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