Employee Export
-> go to Configuration
-> employees (tab at top)
-> + sign
-> 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
Employee Import
Return to the employee page
-> employees (tab at top)
-> + sign
-> 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.
Employee import template:
Work Calendar Assignment template: