How to Use the Import Tool

How to use the import tool to import employees and employee data via CSV file

1. Click    Import in the Left Nav to expand the options and select Employees

 

 

2. Click   

 

A Sample file will download to your device.

 

3. Open the sample file from the browser or from the Downloads folder. Spreadsheet software such as Excel or Libre Office Calc is required for the following steps.

 

       

 

4. Enter employee data into the fields. The Required Fields must be filled to continue.

 

* Drop-down options may vary based on what's been added to your account

Required Fields

Field Description
Employee ID

Unique ID assigned to employees

* Can be numeric or alphanumeric

First Name Employee's First Name
Last Name Employee's Last Name
Location Select a Location previously added to your EWS account
Employee Status

Select one:

  • Active 
  • Pending
  • Inactive
  • Terminated
Hire Date

Hire Date of the employee

Employee Type

Select one: 

  • Regular
  • Intern
  • Seasonal
  • Temporary
  • Contractor
  • On Call
  • VendorEmployee
FT/PT Status Select one:
  • Part Time
  • Full Time
Pay Type Select one:
  • Salary
    • Commas must be removed in the formatting
  • Hourly
FLSA Code Select one:
  • Exempt
  • Non Exempt
Pay Schedule Select one:
  • Weekly
  • Bi-Weekly
  • Monthly
  • Semi-Monthly
Pay Rate Select one:
  • Part Time
  • Full Time
Pay Rate Schedule Select one:
  • Hourly
  • Daily
  • Weekly
  • BiWeekly
  • FourWeek
  • SemiMonthly
  • Monthly
  • Annual
Pay Change Reason Select one:
  • Promotion
  • Demotion
  • Annual Review
  • Performance Review
  • Cost of Living Adj.
  • Other
  • None
  • New Hire
Expected Hours Behavior

Select one:

  • None
  • Fixed
  • Fluctuating
  • FluctuatingWithFixedRate

* Required: Must be None when PayType is Hourly or PayType is Salary and FLSAType is Exempt, must be know for any other case

 

5. Once you are finished entering the employee data, save the file as a CSV

Excel:                                           Libre Office Calc:

                 

 

6.  Select a date format. This needs to match the formatting in the CSV file.

Example:

 

 

                                 Matches the Date format selected       Green checkmark icon - Free green check mark icons

 

                                   Does not match the Date Format selected     Red x mark icon - Free red x mark icons

 

7. Click Browse, select the created CSV file, and open it

 

 

8. Click      to import the CSV file 

 

9. The software will detect fields from the uploaded file. Match the names with the respective fields. 

 

Image from Gyazo

 

10. Click Validation & Preview to submit the file 

 

 

You should now see the employees populate in the employee list