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

2016-10-06_14h10_16.png

2. Click Import / Export

2016-10-11_10h42_12.png

3. Click Import / Update Users

2016-10-11_10h43_09.png

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

2016-10-11_10h57_02.png

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

2016-10-11_11h00_12.png

 

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

2016-10-03_11h28_37.png

2. Click Import / Export

2016-10-11_10h42_12.png

3. Click Import / Update Users

2016-10-11_10h43_09.png

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

2016-10-11_11h06_06.png

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

2016-10-11_11h07_00.png

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

  • Export code
  • Mobile number and email
  • User name

6. Users will be displayed on an 'Import users' review screen. The default toggles will display new users that will be imported and users that have errors. 

7. Different users in the account will be displayed based on the scopes that have been set at the top of this page. Different toggles should be used to ensure that users are imported into the account correctly. 

8. Once all of the data has been checked and any incorrect data has been corrected, the users can be imported/updated by clicking the 'Import users now' button. 

 

Have more questions? Submit a request

Comments

Powered by Zendesk