You can easily add multiple employees at once by importing them using an Excel template.
Before you start, your policies/employee groups must be created, as you will need to select them during the import process.
Default settings for new employees
Before you upload employees from Excel, you can choose some default settings for how new employees are created in the system.
These settings will be applied automatically during import, but you can always adjust them for each employee afterwards.
Language for new employees
You need to choose which language new employees will be set up with.
This will be the employee's default language in the system, but it can always be changed later for each employee.
Module access
You can also choose which modules new employees should have access to by default.
We recommend selecting the modules that most employees will need, so you don't have to grant access manually later.
You can grant access to:
Day bank (or whatever the module is renamed to in your company)
Travel
Custom registration types
Access can always be adjusted for each employee afterwards.
How to import employees
Go to:
Setup admin → Employees → Import employees from Excel
1. Download the Excel template
Click Download to get the template for employee data.
2. Fill out and upload the Excel sheet
Fill in the template with your employees' data and upload the file to the system.
Important notes:
Fields marked with * are required
If a department is listed in the Excel sheet but hasn't been created yet in your BitaBIZ account, it will be created automatically from the Excel sheet.
If you enter a mobile number, include the country code (e.g. 45) in the Excel sheet.
If you use payroll integration, the payroll number must be filled in.
Read more about exporting to payroll systems hereYou can import a maximum of 100 employees at a time
If you have more than 100 employees, we recommend importing them in separate employee groups
Upload the completed document:
3. Import users
Once the file is uploaded:
Select the correct policy for each employee
Click Import users
4. Employees are created
Once the import is complete:
the employees are created in the system
and ready to use
The next step is to assign approver roles and set up the approval flow.
FAQ
Can I change information after import?
Can I change information after import?
Yes, all information including language and access can be changed for each employee after import.
Do I need to create policies before importing?
Do I need to create policies before importing?
Yes, employees must be linked to a policy during import, so it needs to be created beforehand.