How do I import employees with a csv file?

 
  1. In the navigation list to the left, click on the arrow next to Employees to open the sub-menu and select Bulk Add / Edit Employees.
  2. Press Select File at the top.
  3. In the pop up window press the Browse... button.
  4. Select the CSV file you wish to use.
  5. The CSV file will be validated, once the validation completes the Import .CSV button will become available .
  6. Press the Import .CSV button. Once the CSV file is loaded, you will get a list of the employees that you wish to import into PayClock Online.
  7. If the process detects any errors you will be presented with an Import Errors window. Press Fix Errors to correct the data. If the errors require action from you, the cell will be highlighted in red. If the process had to fix an error, the cell will be highlighted in yellow.
  8. You will be unable to continue until there are no red cells. Below the list of employees, to the right, will be an error count.  When all errors are addressed this button will become Validate and Save.
  9. Press Validate and Save.
  10. If you encounter any errors, a change you made may have introduced a duplicate value, for example two employees may now have the same PIN number. PayClock Online will attempt to correct this and you will need to Validate and Save again.
  11. Once this completes you will be presented with a Success screen. You will be able to Select Another File to import an additional CSV file or Go To Employees to make any further edits to your employees.

 

Thu 08/08/2019

 

See More:

How do I download a csv template for importing employees?

How do I change multiple employees' Home Department, Location, or Pay Class at the same time?

How do I show only employees with errors on the Import Employees screen?

How do I add additional employees on the Bulk Add / Edit Employees screen?