You can upload employee data in bulk, which saves time and avoids manual entry-especially helpful when managing a large workforce.
Additionally, certain fields such as Social Insurance Numbers (SIN), direct deposit account numbers, and pay frequency cannot be imported and must be entered manually.
Click the Import employees button. Before proceeding, ensure that the import template is prepared with all required fields marked with an asterisk (*) completed.
Select Use existing template and import.
Drag and drop your completed Excel file into the Upload your file block. If there are errors:
Five or fewer errors will display on-screen
More than five errors will generate a downloadable error report
Once the file is error-free, you’ll see the message:
Click the Import button to proceed.
A confirmation message will appear: “Payroll data imported” A toast notification will also appear in the top-right corner. Note: Imported changes may take a few minutes to appear in the system.
Click Continue to return to the Dashboard. If you are using a trial account with demo data and cannot find the import option, click the “Start fresh” button to remove demo data, then navigate to the Company tab to access the import option.