PeopleMatter: Administrators: How do I use the Bulk Upload Feature to Add Employees?

The Team Member PeopleMatter CSV Template can be used to bulk upload current employees into PeopleMatter.  This is typically done in the following instances:

• You want to add Administrative Users, such as Human Resources Staff or Managers, or
• You want to add current employees. (There are considerations to this process; contact a PeopleMatter Representative for more information.)

To upload the completed CSV Template for Team Members:

• To access Team Members at any time, follow this path: Settings → Select your organization →Company Settings/Team Members.  You may see Team Members as Employees, Staff Members, or Associates.  

•  Click Add New.  Click Bulk Upload.

• On the right, a file upload item will appear.
• Click Browse to locate the file on your computer.  Take the steps to add the file.
• Click Upload. 

• PeopleMatter will notify you if the important was Successful or Unsuccessful.  
• If Unsuccessful, follow the prompts to review the errors and make necessary modifications.

Related Articles:

• PeopleMatter: Administrators: What is Needed for the Employee Bulk Upload Template?
• PeopleMatter: Administrators: How do I download the Team Member PeopleMatter CSV Template for Employee Bulk Upload?
• PeopleMatter: Managers: How do I Enable Onboarding Tasks for a Manually Added Team Member?