Bulk Employee Upload: Ready to Move Your Team to the System? 🚀
Adding your team to the system can be as fun as inviting all your
friends to a party! 🎉
In this
section, we’ll show you how to upload all your employees to the system in one
go. Let’s get started!
Step One: Preparation! 📝
To upload employee information in
bulk, you’ll need an Excel file. The good news: We’ve prepared a sample
template file for you, which is attached to this email and ready for you to
fill in.
Fields in the Excel Template
Required Fields (Must-Haves!) ✅
Email
First
Name
Last
Name
Position
Group
💡
Note: You can enter more than one
value in the Group field.
Group Hierarchy and Naming Rules
Employee Group:
If an employee belongs to multiple groups,
separate the groups with commas.
Example: Software Development,Backend Development
Order:
Groups are ordered from top to bottom and
left to right. For example: Backend Development is considered a subgroup of
Software Development.
Unique Names:
All group names must be unique. For example,
there can only be one “Operations” group in the system.
Specifying Group Type:
Use the ~ symbol to specify the group
type.
Example: Software Development~Department,Backend Development~Team will create
two group types: Department and Team.
Using the # Symbol:
When a group name contains the #
symbol, employees will not see the characters after it. This feature helps
differentiate groups with the same name.
Example:
DivisionA,Finance#DivisionA and DivisionB,Finance#DivisionB represent two
separate Finance groups with the same visible name but different records.
Optional Fields (Extra but Awesome!) 🌟
Employee
ID Number
Manager
Email
HR
Business Partner Group
Title
Start
Date
Matrix
Manager Email
Language
(tr-TR or en-US)
Is
Group Manager? (1 if yes, 0 if no)
LDAP
Username
Location
💡
Format Notes for the File ;
No blank rows in the middle of the file.
Unique email required for each user.
Follow exact date format (MM/DD/YYYY).
For groups, follow naming & hierarchy
rules (unique names, commas for multiple groups, ~ for group type).
Do not change the Excel cell formats
(especially dates and numeric fields) to prevent upload errors.
And That’s It! 🎉
You are now ready to prepare your
bulk upload file! If you have any questions, we’ll be happy to help. Go ahead
and fill in your file according to the guidelines, and get your team ready in
the system."