When to Use Excel Import

Use this method when:

• Onboarding multiple employees at once
• Migrating data from another payroll system
• Avoiding manual data entry for each staff member

Step-by-Step: Import Employees Using Excel

1. Access the Import Function

• Go to Payroll > Employees
• Click the Options button in the top right
• Select Import Employees from the dropdown menu

2. Download the Template

• In the Import Employees window, click Download
• This will download the Excel template to your computer
• Open the file in Excel and complete each row with employee details

📌 Each row = 1 employee. Fill in as many columns as you can (e.g. Name, Start Date, Tax File Number, Super Fund, etc.)

3. Upload the Completed File

• Return to the Import Employees window
• Click Choose File and select your filled-in Excel file
• Click Upload

4. Review Import Results

• A pop-up will appear confirming the number of successful and failed records
• Click OK to finish the import process

🔍 Post-Upload Review

• Use the Preview function to check field mappings and formatting
• Review employee records in the Employees list to confirm accuracy

💡 Tips for a Smooth Import

✅ Use the provided template: Do not modify column headers or structure

🔁 Start fresh: Always download a new template before each import

🧠 Learn from example: Manually add 1 employee first, then export to see correct formatting

⚠️ Check required fields: Fields like Name and Start Date are mandatory

‍📌 Validate before upload: Double-check data types (e.g. numbers, dates) to prevent errors

🚫 Fix errors early: If import fails, review the spreadsheet and re-upload

‍👥 Save time: Great for onboarding 10+ employees efficiently

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