How do I import my employees using a Flatfile | Payroll FAQ

Question

How do I import my employees using Flatfile?

Availability

Payroll Plan:   Standard   Premium

Answer

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

Important

If you are using both our HR and Payroll platforms, add employees via the HR platform.

Import my employee data
  1. Log into your Employment Hero Payroll 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.
    File__MY__1.jpg
  7. Click the Upload Data from File button.
    flatfile01.jpg
  8. In the Select Sheets drop-down, choose either the Export or Lookup Data option.

    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.
    flatfile02.jpg
  10. Choose what columns in the CSV file to map to what field on the payroll platform.
  11. Click the Review button
    flatfile03.jpg
  12. Verify the data is correct, and then click the Continue button.
    flatfile04.jpg
  13. Click the Yes button.
    flatfile05.jpg

    Helpful Hint

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

    File__MY__5.jpg

Author recommended

So you have now imported your employees and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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