If you are looking to manually add an employee individually, see our help article Add Employee(s) to Your Roster - Manual
Streamline your employee onboarding process with our user-friendly CSV upload feature. Simply download our provided CSV template, populate it with your employee roster data, and upload it seamlessly into our system. This efficient tool eliminates the need for manual data entry, saving you valuable time and reducing the risk of errors. Our template ensures data consistency and accuracy, making it effortless to manage your employee information. With our CSV upload feature, you can focus on what truly matters – growing your business and empowering your workforce.
NOTE: This feature is only for bulk uploads. This does not support bulk termination.
Detailed steps:
Starting the process
Select the “Add New” button from the People Management Table
Add from a CSV
Select the “Continue” button under the “Add from a CSV file” section.
Download CSV Template
Download the CSV Template if you already do not have it.
Fill in CSV
Fill in the CSV with the required fields, and optional if you have them, for the individuals you are uploading.
Field | Required? | Character Length | Allowable Values |
First Name |  | 1-255 | Alpha, space,"-", "`" |
Middle Name |
| 1-255 | Alpha, space,"-", "`" |
Last Name |  | 1-255 | Alpha, space,"-", "`" |
Preferred Name |
| 1-255 | Alpha, space,"-", "`" |
 | 5-255 | Alpha, space,"-", "`" | |
Phone # |
| 10 | Numeric |
Employee ID |
| 1-255 | Alpha, space,"-", "`" |
Role | 
|
| Administrator, Broker, Employee, or System Administrator |
Address | 
| 1-255 | Alpha, space,"-", "`", “.” |
Apt, Suite, etc. |
| 1-255 | Alpha, space,"-", "`", “.” |
City |  | 1-255 | Alpha, space,"-", "`" |
Zip Code |  | 5 | Numeric |
County |  | 1-255 | Alpha, space,"-", "`" |
State | 
| 1-255 | Two letter state abbreviations |
Employment Type | 
| 1-255 | Full-time, Part-Time, or Seasonal |
Hire Date |  | MM/DD/YYYY | MM/DD/YYYY |
DOB |  | MM/DD/YYYY | MM/DD/YYYY |
Class | 
| 1-255 | Options are dependent on what classes have been created for the company. |
NOTE: Benefit Eligible Date is calculated based on the waiting period of the Class assigned to the person, the Company’s HRA Start Date, and the person’s hire date.
Upload CSV
Upload the completed CSV File and select “Next”.
Correct Errors or Edit CSV
Correct any errors in the uploaded CSV. Examples include
Missing required fields
Incorrect data in fields
Or edit anything in the CSV.
Remove rows
Change data
Verify and Submit
Verify everything you have changed is correct and there are no more errors. If everything looks good then click “Submit”.
You're done!
Once everything has uploaded then you’re done!
Error Troubleshooting:
If any of the fields you have entered are empty, not formatted properly, or any other sort of error, the system will let you know which fields have errors, and if you select the field it will tell you what is wrong with it.
For example, in the top image you can see that the cell cannot be empty so it needs to be filled. In the bottom image you can see the date format is incorrect.
If there are any errors during the upload process itself, the system will let you know there is an error and how many rows had. If you select the “View errors and resubmit” button you will be brought back to the edit CSV page where you can see where, and what, the errors are.
