HR & Program Management

Import Employees

Upload employees in bulk, review their information, and prepare allowances, welcome emails, and new hire kit requests before importing.

1Upload File

2Match Columns

3Review Employees

4Complete Import

Step 1

Upload Employee File

Upload a CSV file containing one employee per row.

↑ Drag and drop your CSV file here or click to select a file from your computer Accepted format: CSV · Maximum file size: 10 MB

Import Settings

Configure what should happen when employee records are imported.

Create new employee profiles from the uploaded CSV.

Duplicate handling

Assign an allowance to each eligible employee.

Allowance program Default amount

Effective date Expiration date

Send company-store access details after import.

Email template Send timing

Create fulfillment requests for imported employees.

Preview

Review sample records before completing the import.

Employee	Email	Department	Office	Allowance	Status
John SmithEmployee ID: 1001	john.smith@company.com	Sales	Charlotte, NC	$75.00	Ready
Sarah JonesEmployee ID: 1002	sarah.jones@company.com	Marketing	Raleigh, NC	$75.00	Ready
Mike BrownEmployee ID: 1003	mike.brown@company	Operations	Charlotte, NC	$75.00	Review Required