People & organization

Import employees

Bulk-add up to 50 employees from the PeopleOS Excel template.

What this does

Bulk-adds a team from an Excel spreadsheet, with up to 50 employees per batch.

Before you start

Admin/HR needs employee create permission. Use the PeopleOS template and set up referenced departments and roles.

Steps

  1. Open Employees, select Import Excel, then select Download Template (.xlsx).
  2. Fill the template, return to Import Employees from Excel, choose the file, and select Upload & Validate.
  3. Review the preview, correct any rows with errors, and select the rows to add.
  4. Select Submit [number] Employees; the button shows the number of valid employees selected.

Result

Import Complete shows the added and failed totals; added records appear in Employees.

Related/Next guide: View and search the employee directory.