Introduction
The "Import employees via CSV" option allows you to add multiple employees efficiently using a CSV file. This feature is particularly useful at the beginning of your implementation, as it streamlines the process of importing a large number of employees.
Import Employees via CSV:
Uploading the File:
To import employees via a .csv file:
Log in to the IT Hub
Select Active Employees in the People section of the left menu
Select the import option ‘Import employees via CSV’ button to open the popup.
Click “Download CSV template” to access a template that shows the correct formatting needed for the upload.
Fill out the form
Save the CSV file
Upload the CSV file from your computer in the popup
Click the ‘Add employees’ button'
Handling Errors:
Missing Required Columns:
If your CSV file is missing a required column, the upload will be blocked, and you will see an error message.
Missing Required Data:
If the CSV file contains all required columns but is missing some required data, you will be prompted to review and add the missing data.
Click “Review employees” to enter the missing fields in a new modal.
Once completed, the “Add employees” button will activate, allowing you to finalize the addition of new employees.
Importance of CSV Uploads:
Using CSV uploads is an important option because it significantly simplifies the initial setup process by allowing you to import multiple employees at once. This saves time and reduces the potential for manual entry errors, ensuring a smooth and efficient onboarding process.