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How to Import an Employee List

How to import your employee list using a spreadsheet (Excel)

Martin Lapointe avatar
Written by Martin Lapointe
Updated this week

Want to save time by adding multiple employees to Agendrix at once? The following article explains how you can import an Excel list containing employee details to our platform.


Import your employees

If you want to save time by adding multiple employees at once, you can import an Excel list containing the details of the employees you want to add.

Please note that you cannot update existing profiles with this import.

A) Access the import interface

  1. Click on the “HR” tab

  2. ‘Employees’ section

  3. Click on “Create an employee”

  4. Select the “Import employees” option


B) Download the template

  1. Click on “Download”

  2. Click on the link to obtain the template file

* You need Microsoft Excel installed to open the file.


C) Fill the Template

Open the template file and fill the informations you wish to import. Only these columns are mandatory:

  1. First name

  2. Last name

  3. Positions (separate by a comma if more than one)

  4. Locations (separate by a comma if more than one)

We strongly recommend adding the email address to facilitate the invite process.

The file is flexible with different accepted formats accepted for cellphone numbers, hiring dates and hourly rates.


D) Upload the file

Once you have saved your import file on your computer, click on Upload File


E) Correct errors (Locations & Positions)

If Agendrix notices that certain errors have crept into the file, such as typos in locations or branches, it will notify you in the summary. You can correct or ignore them.

Once everything has been accepted, you can finalize the import by clicking on the “Import” button.

Success!

If everything went fine you will be greeted with a confirmation page!

If you want to know how to export your employee list, follow this link.


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