PeopleMatter: Administrators: How do I Download the Team Member PeopleMatter CSV Template for Employee Bulk Upload?

Please note: You should reach out to your Fourth contact or our support team to carry out this action.

Overview

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)

Steps

• Save a copy of the template on your computer

If a PeopleMatter Representative is assisting you in uploading this information do NOT email the completed template. The PeopleMatter Representative will instruct you on how to provide the file securely.

To download the CSV Template for Team Members

To access Team Members go to:

• • Settings > Select your organization > Company Settings/Team Members
  • You may see Team Members as Employees, Staff Members, or Associates  

Fig.1 - Selecting Team Members

• Select Download PeopleMatter CSV Template

Fig.2 - Download CSV template

The file will download to your computer

• Complete the required information
• Save the file on your computer

If you are going to upload this information, refer to the related articles for more information. 

Related Articles:

• PeopleMatter: Administrators: What is Needed for the Employee Bulk Upload Template?
• PeopleMatter: Administrators: How do I use the Bulk Upload Feature to Add Employees?