How do I bulk import employees?

The SMB platform allows for employees to be imported in bulk from a spreadsheet. To do this, select “Administration” from the main menu, then select the “Import Employees” option. On the page that then displays, you may download a template spreadsheet file to populate and, if you have completed the spreadsheet, a file upload control to import the spreadsheet from your computer. Once you have selected the file and clicked “Import Employees”, the system will check the spreadsheet for any errors and will then provide a short report of the employees that are going to be imported. If the spreadsheet references divisions, departments or locations that don’t exist, these will also be created as part of the import process.

Finally, click “Accept and import the users” to add the users to the system.

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