Bulk Import for Onboarding

We have included bulk import capability as a standard feature in the Onboarding module. Configuring your system with all your Users, Job Titles, Locations, and Employees can take an enormous amount of time for you. Bulk importing can reduce the time to go live significantly. Bulk Import currently allows the import of Users, Job Titles, Locations, and Employees with CSV (Comma-separated values) files.

Navigating to Bulk Import
  • Click Administration from the top menu bar of Onboarding.

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  • In the Administration menu, click Bulk Import.

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From the bulk import menu, you can download a template and import any filled templates.

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Filling In and Importing Your Template

  1. Click Download Template.

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  2. Open the CSV template with your preferred CSV editor and fill in the required and/or available fields. For information about the available import fields and templates, you can expand the sections below for more information. 

    Bulk_Import_-_Excel_-_01.png

  3. Save the file in a CSV format.
  4. Click Import.

    Bulk_Import_-_Import_-_00.png

  5. Drag and drop the CSV file into the given spot or click Select CSV File.

    Import_File_-_01.png

  6. The data will be validated before import. If there were any issues with the data, you will receive a status message with an error indicating what caused the error and at what row (e.g. duplicate username, job title does not exist, etc.)

    Import_Status_-_01.png

  7. If there were no issues with data validation, click Confirm Import.

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Location Import
  • TaxBreak Location ID are only to be entered if that location is using TaxBreak. If the location is not using TaxBreak it must be left blank.

Location Template Fields

  • LocationName*
  • LocationNum*
  • LegalName*
  • Street1*
  • City*
  • PostalCode*
  • State*
  • Phone*
  • PayrollCode
  • TaxBreakLocationID
  • FederalEIN*

*Required Fields

User Import
  • This will import the Managers and Administrators for your Onboarding System.
  • For Managers, ManagesLocations* is required. If a manager is in charge of multiple locations, each location must be entered into the table separated by a | (e.g. Bobs-Louisville|Bobs-Frankfort).
  • The "ManagesLocations" column should be left blank for Administrators. Administrators default to all locations.
  • To change the newly imported user's default settings, go to the "Users" tab and edit the user after completing the import.

User Template Fields

  • FirstName*
  • MiddleName
  • LastName*
  • Username*
  • Email*
  • PreferredName
  • WorkPhone
  • UserRole* - Enter Manager or Admin.
  • ManagesLocations* - The location must already exist in Onboarding. For more information, click 
  • JobTitle* - If the job title does not exist, the user will be added anyway with the job title entered in the CSV file.

*Required Fields

Employee Import

Employee Template Fields

Column Header Description
FirstName* Employee's first name
MiddleName Employee's middle name
LastName* Employee's last name
PreferredName Name employee prefers to go by
Suffix Jr, Sr, I, II, III, IV, V
BirthDate* Employee's date of birth
SSN* Employee's social security number
Username* Employee's username
Email* Employee's email address
Street1* Street address
Street2 Apartment/Unit/Suite Number
City* City
State* State (no abbreviations)
PostalCode* Postal code
PhoneHome Employee's home phone number (not required if mobile given)
PhoneMobile Employee's mobile phone number (not required if home given)
Location* Name of location the employee is applying to
JobTitle* The position that the employee is applying/applied for. The job title must already exist in the system under the Job Titles tab
PayType* The type of pay
PayRate* Rate of pay accepted
TrainingRate  
HireDate* When they can start working (Can be a date or text)
HiringManagerUsername* Hiring manager's username
EC_FirstName Emergency contact's first name
EC_LastName Emergency contact's last name
EC_Relationship Emergency contact's relationship to the employee
EC_PhoneHome Emergency contact's home phone number
EC_PhoneMobile Emergency contact's mobile phone number
EC_PhoneWork Emergency contact's work phone number
Terminated Enter TRUE to set employee's status as Terminated in Electronic Filing Cabinet
Incomplete Enter TRUE to set employee's status as Incomplete on the New Hire Dashboard. Employee receives all configured email notifications including account verification
DelayEmail Enter TRUE to not automatically send account verification email. Must be triggered manually at a later date.

*Required Fields

Job Title Import

Job Title Template Fields

  • JobTitle*
  • Description
  • JobCode
  • LaborDistCode

*Required Fields

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