Add Multiple Employees with Bulk Upload

 You can add more than one employee at a time by importing an employee list. 

1. 1. In the Employees module, find and select IMPORT. 

2. 2. Select DOWNLOAD TEMPLATE to fill in the items on the excel sheet.  

 

***Here is an example of what the excel sheet should look like after you download the template. 

 

3. 3. After completing the excel sheet, save it on your computer. Upload the file. Select the checkbox items under the import settings that may apply.   
4.  
5. Note: The fields below are required to be filled out on the spreadsheet. Fill out as many columns as you prefer.

FIRST NAME

LAST NAME

EMPLOYEE AGENCY ID 

EMPLOYEE POSITION ID = CGV or LPN or OFC or RN (Note: CGV = caregiver, OFC = agency staff)

GENDER 

IS SUPERVISOR

4. 4. Select IMPORT (which will be available after your upload is successfully completed).