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Upload data with data loaders

Upload data quickly using data loaders in bulk actions with an Excel worksheet template.

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Written by Joshua Shooter
Updated over 3 months ago

As a PeopleHR administrator, besides manually uploading data in bulk, you can import in bulk using Excel templates via data loaders.

โš ๏ธImportant: The employee data upload function is for adding new employees only, use the employee updater tool for existing employees.

To upload new data in the system using data loader templates, follow the steps below:

  1. Click Access Button image then click HR Admin.

  2. Click Bulk actions then click Data Loaders.

  3. Click a relevant action, then click the download image.png icon.

  4. Rename SubDomain_EmployeeData to your subdomain (e.g., testpeople_EmployeeData), found in the first part of the URL when logged into PeopleHR.

  5. Fill in the template and save it.

    ๐Ÿ“ŒNote: Ensure you use the correct format for the columns within the Excel templates as described within the file.

  6. Next to Upload Excel files, click Browse and upload your file.

  7. Click Validate Excel.

๐Ÿ“ŒNote: Within the templates, we describe each column representing the fields you update when importing data.


Existing Excel templates

โš ๏ธImportant: Once you filled in the template, delete the first row where you see the instructions.

Sheet

Includes

Standard data

  • Emergency contacts.

  • Employee data.

  • Holiday information.

  • Other Event information.

  • Sickness information.

  • Salary data.

Additional data

  • Right to work.

  • Background checks.

  • Back details.

  • Maternity or paternity.

  • Job role history.

Logbook data sheets for Team and Professional packages only

All pre-loaded system logbook templates.

Logbook data sheets for Enterprise and Elite packages only

Sheets for all pre-loaded system logbook templates.


Data upload examples

Data upload type

Video instructions

Employee data loader

Holiday data loader

Logbook data loader

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