Adding Employees (Bulk Importing)
Import large employee lists easily with a CSV upload.
Steps:
Go to Imports → New Import button.
Download the provided .XLSX template (if needed).
Add employee data using the correct columns.
If you didn't use the .XLSX template, then you would need to do a column mapping
Upload your file and review any validation errors.
Click Confirm Import when ready.
Validation Summary:
Total records imported
Errors or missing fields (if any)
Successfully added employees
Adding to Audit
If an audit was created before the census import, you can link all employees from the census import to that audit during the import process. This saves you time, you won’t need to open the audit separately to add employees one by one; you can associate them directly while importing the census.
Reimporting Employees
One of the key advantages of the application is the ability to reimport employees into the system at any time. You only need to upload your full employee file, no need to separate new hires from existing employees.
The system automatically validates and detects any changes, identifying:
New employees
New dependents
Updates to existing records
During the import process, you’ll see a summary showing how many employees or dependents are new or have been updated, allowing you to track changes in real time. Once the import is complete, you can easily associate the new records with an existing audit if one has been created.
⚠️ Note: The import may take longer for large files (500+ rows)
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