Import Employees via CSV
Within People > Directory you now have the option to import employees directly into TimeKeeper.
After clicking 'Import', you’ll be directed to a page where you can download an Example CSV template.
This template outlines a number of required fields and optional fields for employee information. Here is a list of those field. Everything marked as Required must be completed in order for the import to be successful.
FIELD NAME | REQUIRED |
|---|---|
Name (First and Surname) | Yes |
Email Address | At least one email or phone number required |
Mobile Number | At least one email or phone number required |
Hourly Rate | No, this is optional |
Leave Entitlement | No, this is optional |
Leave Set Date | Yes, if leave entitlement is set. Can be set as DD/MM/YYYY or YYYY/MM/DD |
Carry over Days | No, this is optional |
Join Date | No, this is optional. Can be set as DD/MM/YYYY or YYYY/MM/DD |
Date of Birth | No, this is optional. Can be set as DD/MM/YYYY or YYYY/MM/DD |
Employee Address | No, this is optional |
Personal Contact Email | No, this is optional |
Emergency Contact Name | No, this is optional |
Emergency Contact Number | No, this is optional |
Emergency Assembly Point | No, this is optional |
Internal Employee ID | No, this is optional |
Clock in on Mobile | No, this is optional |
Once you’ve completed the Example CSV, simply click or drag the file into the upload area, as shown in the screenshot above.
The system will then perform a validation check and generate a Validation Report for you to download and review.
This report includes an ‘Error’ column that identifies which employees are valid and which are invalid. You won’t be able to proceed with the import if there are any invalid employee details. You’ll need to fix these errors in your CSV file and re-upload it for validation.
When all employees are valid, your screen will update to look like the screenshot shown below.
At this point, you can click the green ‘Import Employee’ button to complete the import.
All imported employees will then be available under Employee > Directory and will be automatically invited to TimeKeeper.
Here is a link to our Getting Started: Employee Guide
As always, if anything is unclear or if you have any questions, feel free to reach out to us for help over chat or at [email protected]