The objective of this tutorial is to help you understand how to import employees in Humanity via .CSV or .XLSX file.
Access from your: Computer
Applies to: Managers, Supervisors and Schedulers
You can quickly add multiple employees to Humanity importing staff details via .CSV or .XLSX file.
Things to know before you begin:
- You must have a manager/admin, supervisors and schedulers access privileges in Humanity to import employees via .CSV or .XLSX file.
- Schedulers can only add employees manually and not assigned positions to them.
- To import employees in .csv or .xlsx form, you must use the accepted form.
- You can also add custom fields via .csv or .xlsx import. Just match your column title with a "Custom Field". If a custom field does not exist, a new custom field will be created, and its value will be added to an employee's account. The number of custom fields is not limited.
Importing Employees via .csv or .xlsx file
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click ‘Add Employees’ as shown in Image 2.
Step 3: Click ‘Import .csv or .xlsx’ if you want to import your staff information in bulk as shown in Image 3.
Note: Must create the file in the accepted format given as shown in Image 4.
Step 4: Click Choose File to select the file you want to use to import employees as shown in Image 5.
Step 5: Click ‘Import File’ as shown in Image 6 to import your staff details.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!