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Bulk Operations: Add or Edit Employees

Bulk Add Employees

1) To bulk add employees, go to Company > Employees > "Import", or, Company > Settings > Bulk Operations > "Import".

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2) Click the orange "Download Spreadsheet Template" button.

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3) Open the editable spreadsheet file, enter your worker details, and save. First and last names are required. We typically recommend either a phone number or email address as well.

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3) Navigate back to the import window, then import your updated employee spreadsheet file. Review your import when prompted, then send the invite to finish.

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Bulk Edit Employees

1) Go to Company > Employees > "Bulk Edit", or, Company > Settings > Bulk Operations > "Bulk Edit".

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2) Select all of the employees you are hoping to update, then click "Download Template".

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3) Make the necessary changes in the spreadsheet provided, save, then reupload the updated document by clicking the orange button "Upload". Once your file is selected, click "Import".

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