If you are switching from another HR system or an Excel list, you do not have to enter your team's data again. As the employer, you import the exported file in the browser. The file stays in your browser and is not uploaded or stored.
How to import the data
In the browser, open “Menu” → “Team” → “Staff” and then “Import employee data” under “Tools”.
“1. File”: Choose “Employees” or “Absences”, the “Location” and the “File (CSV or Excel .xlsx)” – up to 5 MB.
“2. Map columns”: For each column choose what it contains, or choose “— do not import —”. You can save the mapping.
“3. Import”: Decide what happens with rows that have errors, whether existing people are updated, which role new people get and when remaining leave expires.
Tap “Start dry run”. Nothing is saved. You only see what would happen.
Tap the import button (it shows the number of rows) and confirm.
Send the invitations with “Send … invitations now”. No emails go out automatically.
What is imported
- Personal details such as name, email, personnel number, start and leaving date, probation, fixed term, position, weekly hours, leave entitlement and remaining leave, pay, address, bank details, tax and social security details, emergency contact.
- For absences, only approved ones – they are saved as approved, without messages to the team.
- Not imported: department, team, managers, cost centre, custom fields from the previous system, documents, salary history. Former employees are skipped.
The data of new people lands in their file as soon as they have accepted the invitation. All runs are listed under “Recent imports”; anything that did not work later is listed under “Not fully imported” with “Retry”.