If you want to save time and add multiple employees at the same time, you can upload a spreadsheet that contains their details to create their profiles in bulk.
We offer a template to streamline the procedure. In short, the procedure is:
- Access the Import Interface
- Download our template
- Fill the template
- Upload the template
- Correct errors (if any) and save
Current employee's profiles are not updated during an import.
Accessing the Import Interface
- Go to "Employees" menu,
- Click on the arrow next to "Add employee"
- Click on "Import employees"
Download the Template
- Under "Instructions"
- Click on the link to obtain the template
You will need to have Microsoft Excel installed on your computer to open it.
Fill the Template
Open the template file and fill the informations you wish to import. Only these columns are mandatory:
- First name
- Last name
- Positions (separate by a comma if more than one)
We strongly recommend adding the email address to facilitate the invite process. Also, if an employee works in several locations, separate them by a comma.
The file is flexible with different accepted formats accepted for cellphone numbers, hiring dates and hourly rates.
Upload the template
Once you have saved your import file on your computer, go under "Select file" and click on "Attach files". Choose the file you just saved, and upload it.
Once ready to import, click on "Import"
If Agendrix detects any mistakes, such as typos in similar positions or locations, it will allow you to correct them right before importing. Simply follow the suggestions or ignore them.
Once the import is successful, you'll get a success banner ✅ and a summary of what has been imported. You can now access these new profiles in the employee menu.
If you want to know how to export your employee list, follow this link.