Find answers in our knowledge base
 
Employees
Article

Importing and Updating Employees via CSV Spreadsheet

« Go Back

Article Detail

 
Rich Text Description

If you have more than a handful of employees, adding them into your TSheets account as users could seem like a daunting task. Use these instructions to add or edit your Employees list efficiently!

  • Go to Employees > Click + Add Employees 
  • In the lower left, click Large team? Import employees[…] > Click Spreadsheet (.csv)
  • Next, click Download spreadsheet to download a list of existing active and archived employees OR download the sample file HERE. Make edits or additions to the spreadsheet according to the following outline:
  • Only one entry per line and there must be a header line.
  • Possible values for the header line are as follows. Those with an asterisk are required. All others are optional, and will only be updated/added when present.
  • *First Name
  • *Last Name
  • User Name - if this field is not included/populated and a new user is added, the Username will auto-generate as first initial, last name (ex: jsmith)
  • Email - entering an email is recommended for password resets and notification emails
  • Employee # - an employee number
  • Payroll ID - commonly used in exports to a payroll system
  • Hire Date - date the employee was hired
  • Group - if you put a group here that doesn’t match an existing group, a new group with that name will be created
  • Pay Rate ($) - enter only a number, no currency symbols
  • Per - needs to be 'hour', 'week', or 'year'
  • Salaried - Y/N or 1/0
  • Exempt - Y/N or 1/0
  • Manage their timesheets - permission - Y/N or 1/0
  • Admin - permission - Y/N or 1/0
  • Mobile time entry - permission - Y/N or 1/0
  • Who’s Working - permission - Y/N or 1/0
  • Phone # - should be in format ###-###-####
  • Kiosk Time Entry - permission - Y/N or 1/0
  • Timezone - for example, America/Los_Angeles
  • Kiosk PIN - 4-digit number used for Kiosk access
  • Active - if the user is in active or archived list
  • View schedule (company, group, own) - scheduling permission, must be entered as ‘company’, ‘group’, or ‘own’
  • Manage schedule (company, group, own) - scheduling permission, must be entered as ‘company’, ‘group’, or ‘own’
  • Back in the Import spreadsheet (.csv) window, click Next > Choose File > find the file, and click Open > Click Upload back in the Import spreadsheet (.csv) window
  • It will display the number of successful updates/additions and display any errors with the reason (fix and re-upload if so)
  • Choose to Invite added employees to set up their TSheets account (if an email was added) and/or Skip password change for existing users (if the password was not changed in the spreadsheet) 
  • Click Import # Employees

Need help? We’re here for you.
Phone
us: +1 (888) 836-2720
au: +1 (800) 989-143
uk: +44 (808) 164-0610
Email
Reply within: 1-4 hours
Have a suggestion?

Was this document helpful?

 
   

Sorry this document wasn’t helpful. How can we improve it?

Characters Remaining 255