The Team Member PeopleMatter CSV Template can be used to bulk upload current employees into PeopleMatter. This is typically done in the following instances:
- You want to add Administrative Users, such as Human Resources Staff or Managers, or
- You want to add current employees. (There are considerations to this process; contact a PeopleMatter Representative for more information.)
Save a copy of the template on your computer.
If a PeopleMatter Representative is assisting you in uploading this information, do NOT email the completed template. The PeopleMatter Representative will instruct you on how to provide the file in a secure way.
To download the CSV Template for Team Members:
- To access Team Members at any time, follow this path: Settings. → Select your organization. → Company Settings/Team Members. You may see Team Members as Employees, Staff Members, or Associates.
- Click Download PeopleMatter CSV Template.
- The file will download to your computer.
- Complete the required information.
- Save the file on your computer.
If you are going to upload this information, refer to the related articles for more information.