Import Employees (CSV)

You can import just about every field for a new employee using the CSv Importer.

Select Employees from the main menu, then choose Import.

There are several options, but the one we are interested in is the CSV File option.

Select it to receive a prompt to upload your CSV file. If the data is valid, then it’ll be imported straight away.

Column Headings

There are many possible data fields that you can import.

The best way to see the available fields is to export employee information and examine the column headings.

The import uses the same headings for the export.

Required Fields

There are only 3 required fields.

Payroll Code

This must be unique (i.e., not already used by another employee in the system or in another row in the file).

Date of Birth

As with all other dates in the file this should be in the format yyyy-mm-dd or dd/mm/yyyy.

Join Date

The date the employee joined the company.

Updating Employees

You can also update employees by selecting Allow updates to existing employee records when uploading your CSV file.

You can update the following fields:

• Name
• Address
• Gender, Marital Status, Date of Birth
• Bank Account Details
• Email Address & Telephone Numbers
• NI & Passport Number
• NI Table, Tax Code, W1M1
• Join Date, Leaving Date
• Pay Frequency and Ordinal (ie, the Pay Schedule)
• Pay Basis, Pay Amount
• Base Hourly Rate
• Notes
• Opening Balances