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Importing Staff in Bulk

Are their additional fields that can be included on an excel spreadsheet when using the bulk staff import tool?

Updated over a month ago

Yes, there are several fields that can be included on an Excel spreadsheet/CSV file when you are bulk importing staff.

To navigate to the Import Tool, you will want to click the upside-down triangle to the right of the "Add Staff Member" button.

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When in the Bulk Staff Import Tool, you will see the 4 main fields that the Excel or CSV file is required to have: Email, First Name, Last Name, and Payrate.

You can also include Groups and Notification Start Date as columns in the spreadsheet as well.

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This is a list of all required and additional fields that can be included on the spreadsheet:

  • Email

  • First Name

  • Last Name

  • Payrate

  • Middle Name

  • Preference Name

  • Hire Date

  • Start Date

  • End Date

  • Notification Start Date

  • Remote I-9 Notification Preference

  • Onboarding Notification Preference

  • Birthdate

  • Street

  • Apt/Suite/Unit

  • City

  • State

  • Zip

  • Country

  • Phone

  • Gender

  • SSN

  • Employee Type

  • Employee Groups

  • Employment Deactivation Note

Here is a sample spreadsheet:

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After the document has been uploaded, you will then need to map the spreadsheet fields to the WorkBright fields. All required fields need to be mapped and need the green checkmark. You will have the option to not import certain fields in this window.

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Once WorkBright validates the Excel or CSV file, you will have a chance to review the data. If everything looks correct, you can start your import.

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You can return to your staff tab and review your newly imported staff.

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Your import is complete!

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