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Bulk-import my employees using Flatfile

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll
Available for the following user access levels: Admin

Question

How do I import my employees using Flatfile?

Answer

You can use the Employee Flatfile Importing feature within the Payroll Settings module to bulk-import ‌your employee file data. You will need to undertake the below steps via your Employment Hero Payroll platform.

Important

The Flatfile import supports XLSX and CSV files. Other file types, such as TXT or PDF files will need to be converted.

Import ‌employee data with Flatfile
  1. Log into your Payroll classic platform.
  2. Click the  Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Import Employees button.
  5. Select the Flatfile Employee Import option from the Import Employees From drop-down.
  6. Click the   Select File button.
    click on select file
  7. Click the Upload File button.
    Step 7 click upload file
  8. Select the file that you wish to upload.
    Step 8 select the file you wish to upload

    Helpful Hint

    If you select the Export option, the platform will use the file data from the copied employee export data it retrieved from the Data Extracts page. If you select the LookupData option, you use any data that is currently in the LookupData tab within the Excel spreadsheet.

  9. Click the Continue button.
  10. Choose which columns in the CSV file to map to which fields in the payroll platform. The mandatory fields are marked by an asterisk icon:
    • First name
    • Surname
    • Gender
    • Residential street address
    • Residential city
    • Residential region
    • Residential post code
    • Employment type.
      Step 10 do the mapping to each csv field
  11. Flatfile will validate the data itself. All data must be valid before Flatfile will allow you to submit.
    Step 12 flatfile will validate the data itself

    Helpful Hint

    Where data is invalid, double click the box and input valid data where necessary. The boxes may also include drop-down section where necessary.

  12. Once all data is valid, click the Submit button.

    Helpful Hint

    You will now see on your screen a status message showing the successful uploading of your employee data into your payroll platform.

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