Add employees in batches

The company management console allows you to add several employees as a batch at once by uploading a list of employees as a comma-separated values (CSV) file or an Excel file.

Each employee entry should contain the employee's contact details under the prescribed fields. 

You can also specify the role assigned to each employee while uploading the list.

The process involves two steps:

• Step 1 - Create a list of employees
• Step 2 - Upload the list to the management console

Step 1 - Create a list of employees

• Log in to your company management console
• Click 'Employees' on the top and 'Add' on the left

• Click the 'Upload' button on the top right

• Click 'Download file format' to obtain a blank Excel file containing the required field headers.
• Enter the details of the employees one by one in each row.

Requirements of the CSV or the Excel file:

There are six mandatory fields for each employee entry in the list:

• Email Address - The email address of the employee. The invitation email containing the user name and the password for the employee to log in to their account is sent to this email
• FirstName - The given name of the employee
• ID - The employee identification number assigned by the company
• Phone Number - The contact number of the employee with the country code
• Title - The position of the employee in your company.
• Each line in the file should contain one employee entry
• The file should contain a header row with the following values  'emailAddress,' 'FirstName,' 'id,' 'lastName, 'phoneNumber,' 'title.'
• Each employee entry should contain values for the fields under the header.
• Save the file in CSV or Excel format

Step 2 - Upload the list to the management console

• Log in to the company management console
• Click ‘Employees’ > ‘Add’ on the left
• Click the ‘Upload’ button on the top right
• Drag and drop the CSV or the Excel file to the ‘Upload List’ box
• The employees are added to the draft list under ‘Employees’:

• Your entries are validated and added to the draft list if there are no errors in them.
• Select the role to assign to each user from the drop-down under the ‘Primary Role’ column. Access to various interfaces of the console and the features available depend on the role.
• Click the ‘tick’ icon at the top right.

The employees are moved to the ‘Invited’ tab under ‘Employees. 

An invitation email is sent to the employee with a verification link. The employees, on clicking the verification link, receive an OTP on their email. Once verified, the employees can set up their password. After setting up a password, the employees receive their usernames to log in. 

Upon their first login, they will be added as active workers to your company. You can view and manage the details of the workers by clicking the ‘Employees’ > ‘Active’ tab in the left-hand side navigation. See Manage Employees for more details on managing workers.

If there are any errors in the file, you will be notified. An example is shown below:

You can edit the details to correct the errors and click the tick button again to upload your entries.