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How To Bulk Import Employees

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

  • Access the Bulk Employee Upload Template and complete it for every employee you wish to import.



     

    • 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.

    • 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.

    • Hourly Rate: This is an optional field but is recommended for users leveraging Roster Forecasting or Job Costing features.

    • Contract Type: While this field is optional, it is advisable to include it for better report filtering accuracy.

    • Role: This is required only for users who implement Roster by Role or have Role Requirements.

    • Department Layer 1: This denotes the primary or 'parent' level of your departments.

    • Department Layer 2: This indicates the secondary or 'child' level under your first department layer.

    • 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.

    • Device Area: This field is intended for internal use only and should be left blank.

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