This guide will step you through how to bulk import new employees to Timecloud
Download Bulk Employee Upload Template
- Navigate to your account settings
- Select Bulk Upload
- Download the Bulk Employee Upload Template
Populate Import Template With Employee Data
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Access the Bulk Employee Upload Template and complete it for every employee you wish to import.
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Shift Pattern: The employees usual working pattern. Ensure that this matches exactly (1:1) with the name used in Timecloud. Any spelling mistakes, incorrect capitalisation, or extra spaces will result in an import failure.
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Payroll Code: This field is optional for a successful import. However, it is necessary if you are utilising a Timecloud Payroll Report to import attendance data into your payroll software.
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Hourly Rate: This is an optional field but is recommended for users leveraging Roster Forecasting or Job Costing features.
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Contract Type: While this field is optional, it is advisable to include it for better report filtering accuracy.
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Role: This is required only for users who implement Roster by Role or have Role Requirements.
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Department Layer 1: This denotes the primary or 'parent' level of your departments.
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Department Layer 2: This indicates the secondary or 'child' level under your first department layer.
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Default Cost Centre: It is suggested for users using the Job Tracking module, particularly for staff who work exclusively in one area. This will automatically link all their attendance to the designated job item.
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Device Area: This field is intended for internal use only and should be left blank.
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Upload Employee's To Timecloud
- Save the upload template to your desktop as a CSV file
- Navigate back to Timecloud > Settings > Bulk Upload
- Click Bulk Employee Upload
- Locate your file then select Upload
