Bulk Importing Employees from a Spreadsheet

Overview
Save time onboarding large teams by importing dozens or hundreds of employees via CSV/XLSX.

Steps to Import

1. Go to HR > Employees and click Import.

2. Download the Sample Import File to see required columns (Employee ID, Name, Email, Department, etc.).

3. Populate your spreadsheet, ensuring dates are in YYYY-MM-DD format.

4. Back in Laywork, toggle File Contains Headings Row if your file has headers.

5. Click Choose a file, select your CSV/XLSX, then Upload and Move to Next Step.

6. Map each column to the corresponding Laywork field.

7. Click Import.

Tips

• Validate email addresses and department names against existing records to avoid duplicates.

• Mark “Login Allowed” as “Yes/No” in your sheet to control portal access on import.