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Employee Export & Import

Employee Export

From your Home page

-> go to Configuration

-> employees (tab at top)

-> green +

-> employee export – from the employee export screen you can edit your report to your needs

-> create report, this will create an excel sheet that will download to your computer ready for the next stage -> Importing



Import Employees

Return to the employee page

-> employees (tab at top)

-> green +

-> import employees

-> choose file

-> upload

-> follow instructions to match up the employee settings on the left with the drop down options on the right

To Finish

-> Import


NB: if you want to notify your employees that they were created and added to the system for the first time -> click Notify

If you are moving current employees from one area to another then they won’t receive any notifications as they are already in the system.