To save time, you can upload your employee data from a spreadsheet using the Employee Upload option. To do this, follow the steps below.
Log into the admin platform then click the Employees tab.
Click Employee Upload then click How to use Employee Upload.
Read the on-screen information then click Download Template.
Select CSV Template then fill out the template.
📌Note: As a minimum, you need to enter the first and last name, date of birth, employee number, national insurance number, service date, and salary. Don't include special characters, as this will cause errors.
Save the completed template to your PC then go back to the admin platform.
Under Please Select Employee Data File, click Browse.
Browse to and select the relevant file then click Upload.
Once the upload is complete, to view the records, click View.
If there are any errors, you need to download the report, correct any errors, then upload the data again.
If there are any errors you can't correct, contact us on 0330 1000 911 or email [email protected]. Please don't include employee data in the body of the email or in an unprotected file.
If you uploaded leave dates, please email us and request we'll run the leavers process to remove the employee's data.