Initial Setup

How to Import Employees with a CSV File


  1. In Global Settings, click Data Import & Export > Import Employees.
  2. Click Download Sample to download the sample file.
  3. Open the sample file from the browser or from the Downloads folder.
  4. Enter the employee data into the fields. The required fields must be filled to continue. Drop-down options may vary based on what's been added to your account.
  5. Once you are finished entering the employee data, save the file as a CSV file.
  6. Select a date format. It needs to match the formatting in the CSV file.
  7. Click Browse, select the created CSV file, and open it.
  8. Click Import File to import the CSV file.

  9. The software will detect the fields from the uploaded file. Make sure the heading names match the respective fields. 

  10. Click Validation & Preview to submit the file. 

  11. The employees will populate in the employee list.

You're done! 😊👍

If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.