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Bulk Upload: How do I use the bulk upload to add Employees?

Annie Bourguignon -

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.)

To upload the completed 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 Add New.  Click Bulk Upload.

Emp_Bulk_Upload1.png

  • On the right, a file upload item will appear.
  • Click Browse to locate the file on your computer.  Take the steps to add the file.
  • Click Upload

 Emp_Bulk_Upload2.png

  • PeopleMatter will notify you if the important was Successful or Unsuccessful.  
  • If Unsuccessful, follow the prompts to review the errors and make necessary modifications.

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