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How to Import Employees with a CSV File
- In Global Settings, click Data Import & Export > Import Employees.
- Click Download Sample to download the sample file.
- Open the sample file from the browser or from the Downloads folder.
- 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.
- Once you are finished entering the employee data, save the file as a CSV file.
- Select a date format. It needs to match the formatting in the CSV file.
- Click Browse, select the created CSV file, and open it.
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Click Import File to import the CSV file.
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The software will detect the fields from the uploaded file. Make sure the heading names match the respective fields.
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Click Validation & Preview to submit the file.
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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.