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Add employees to the system: Bulk upload

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This article is for Owners and admins who use Humanised

Overview

Bulk Employee Import via CSV

Step 1: Go to contact section

  • Go to the contact section which is the second section from the left-hand navigation panel and click on “Add Using CSV” which is on the top right.
Figure 1 - Contact section

Step 2: Download the template

  • Download the bulk upload template from the human resource system by clicking the “Download” which is under “Upload your csv file”.
  • This template ensures your data is formatted correctly for the system. 
Figure 2 - Template download option

Step 3: Populate the spreadsheet

  • Open the downloaded spreadsheet and go to the “Employees” tab and populate with new employees’ information.  
  • For a successful upload, please ensure all columns marked with an asterisk (*) are filled in.
Figure 3 - Spreadsheet

Step 4: Save the spreadsheet (excel) as a CSV format

  • Review the spreadsheet again to avoid any errors and then save the excel file as a CSV file as HR system needs this format to upload your data easily.

Step 5: Import data to the system

  • Click "Select File" and choose your completed CSV file.
  • Click "Import" to upload your new employees' data.
  • Success! Your new employees are now in the HR system..
Figure 4 - CSV import

The bulk upload template ensures you capture all the essential details needed for payroll processing. However, you can further personalize your onboarding process by reviewing individual profiles or sending out an onboarding form to employees asking themselves to fill out alll additional details required for the onboarding process.

What's next?:

Add employees using the system

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