Employees and Staff Import
The Employees import loads your staff records, which payroll, leave and attendance all depend on. It runs after allowances and grades are in place, so each employee can be attached to the right structures as they load.
Where to find it
Go to Setup > Import Export > Employees.
Sequence: allowances, then grades, then employees. Loading staff first leaves records to be revisited once the structures exist.
Format Data
| Column | What it holds |
|---|---|
| EmployeeID | Your staff number. The key other payroll data references. |
| Salutation | Title — Mr, Ms, Dr. |
| FirstName / LastName | The employee's name. |
| Gender | As held on your HR records. |
| DateOfBirth | In Y/m/d format, like every date in the system. |
| HomePhone / MobilePhone | Contact numbers. |
| Used for payslips and self-service access. | |
| Address1 / Address2 / City | Home address. |
| MaritalStatus | Where it affects tax or benefits. |
The sample file carries the full column set, including the employment and payroll fields that follow these.
Errors and exports
If rows fail, the system returns your file with a Memo column added, naming the problem on each bad row — fix those rows and upload again. Every module supports export as well as import, so you can pull current data out in the same format.
The rules common to all imports — never rename headers, dates in Y/m/d, codes must already exist, test a few rows first — are set out in Importing Your Data.
Related pages
- Payroll Allowances Import — must run first
- Importing Your Data — shared rules and import order
- System and GL Setup — payroll posting accounts