Import employees from Excel
Please note! You will need to set up your Policies before importing your employees. Click here to view our guide for how to set up Policies.
Click: Setup Admin -> Company -> Import employees from Excel
1. Click Download to get the Excel template
2. Add employee master data to the template and upload
- Departments are created from the template if not already existing.
- If you plan to update your payroll system remember to also add payroll system numbers. Read more here about direct export to payroll systems.
- If you add a mobile number remember to add country code.
You have two options: Drag and drop the Excel to the designated area or select the file from your PC.
3. Select / connect each user to a policy
- Every employee needs to be connected to Policy. Did you create all the policies you need? Otherwise, create the policies before you complete this step.
If you have + 100 employees to upload. Upload per policy group. this will make the process more manageable.
4. Import users
When each employee have the correct policy connected to his profile click "Import users"
5. Your employees are now added to your BitaBIZ account
NOTE: The Excel import does not take into consideration approver flow. To learn how to set up the appropriate approval flow, click here!