User import - standard file format

This guide contains the following topics:

  • What is the easyemployer user standard file import
  • How to download the user standard file 
  • Entering the data into the file
  • How to import the file

What is the easyemployer user standard file import

The easyemployer user standard file import is a .csv file which you can use to import new users or update existing users.  It is a great way to add new  user or update existing if you use a payroll application that we do not currently support.  

When would you use the standard file import

The standard file import would be used when importing bulk users, if you aren't able to obtain an import file from your payroll system.

Why would you use the standard file import

You would use the standard file import to import multiple users in to easyemployer at the same time.

How to download the user standard file

1. Click Organisation

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2. Click Import / Export

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3. Click Import / Update Users

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4. Select easyemployer standard format in the source application drop down

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5. Click the link Click here for an example file and save it to your computer

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Entering the data into the file

Once you have obtained the file following the instructions above, you can enter the data into the file, either copying and pasting from another document (e.g. a contact list) or entering manually.   It is important to keep the headings of each column as this is used to match the field in easyemployer

 

How to import the file

1. Click Organisation

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2. Click Import / Export

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3. Click Import / Update Users

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4. Select easyemployer standard format in the source application drop down

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5. Click Choose File and find the file on your computer then click Next

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easyemployer will match to existing users using a matching algorithm which matches by:

  • Export code
  • Mobile number and email
  • User name

 

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