Import Employees (CSV)

Unlike most other import options, importing employees by CSV doesn’t first offer you a preview. If the file you submit is valid, then it’ll be imported.

You can import just about every field for a new employee using the CSV Importer.

Select Employees from the main menu, then choose .

There are several options, but the one we are interested in is the CSV File option.

Select it to receive a prompt to upload your CSV file. If the data is valid, then it’ll be imported straight away.

Column Headings

There are many possible data fields that you can import.

The best way to see the available fields is to export employee information and examine the column headings.

The import uses the same headings for the export.

Required Fields

There are only three required fields.

Payroll Code

This must be unique (i.e., not already used by another employee in the system or in another row in the file).

Date of Birth

As with all other dates in the file this should be in the format yyyy-mm-dd or dd/mm/yyyy.

Join Date

The date the employee joined the company.

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