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Import worksites and roles via CSV

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Requires admin access to Sites & Roles

The CSV import feature allows you to add or update multiple worksites and roles in bulk, streamlining the setup process for organisations with multiple locations and reducing manual data entry.

What You Will Need:

  • Admin access to Employment Hero
  • A CSV file with your worksite and role data
  • Maximum file size: 25MB (CSV only)

Getting started

Importing worksites and roles via CSV
  1. Log in to Employment Hero.
  2. Click Settings on the left-hand side menu.
  3. Under Time & Attendance, click Sites & Roles.
  4. Click the upload (upwards arrow) button in the top right corner.
    Screenshot of the Work Sites and Positions settings page showing an upcoming feature banner, with the import upload icon button highlighted with a red arrow, and an empty table for work sites with columns for Name, Address, Positions, Cost Centres, Colour, and Employees
  5. The import modal will open, showing the preparation and upload steps.
  6. Click Download under "Update Worksite and Role Details" to get the CSV template.

  7. Save the CSV template to your computer and use this template to format your data correctly.

    Important

    The template includes the correct column headers for your region. Based on the template structure, your CSV should include: Worksite names, Addresses, Role titles, Cost centres, Teams (optional), and Employee emails.

  8. In the upload area, either drag and drop your completed file or click the upload (upwards arrow) button to select it.
    Screenshot of the Import Work Sites and Positions page showing Step 1 of 3 with a purple header, Step 1 to prepare data with a Download template button and Step 2 to upload CSV with a drag-to-upload area highlighted in red outline
  9. An Import File pop-up will appear asking if you want to import the file into your organisation.
  10. Click Yes to proceed to the column mapping step.
  11. Review the automatic mapping suggestions between your CSV columns and the system fields.
  12. For any unmapped columns, use the dropdown menus to select the correct field.
  13. Click the Continue button when mapping is complete. 

  14. Handle the import results:

    If the import is successful: You will be redirected back to the Sites & Roles page, and your imported data will appear in the main table.
    If there are errors: You will see a list of specific errors for each problematic row. You can download a file showing the errors and choose to either fix the errors and re-upload, or proceed with only the valid rows.
  15. Verify your import by checking the Sites & Roles page to confirm your data imported correctly. Use the filters to locate specific entries if needed.

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