coreSTORE - Employees: Importing Employees Using Excel Files

1. Click on Company

2. Click on Employees

3. Click on the 3 Dot Menu

4. Click on Excel Import

5. Click on Template for Existing Employees

The Template for Existing Employees can be utilized for mass employee updates.

6. Click on Template for New Employees

The Template for New Employees allows you to efficiently add multiple employees to the system without the need for manual entry.

7. Select Choose from the file upload menu

After entering the data into the spreadsheet, you are ready to upload the saved file.

Click on "Choose File" to open your file explorer. Select the appropriate saved file and click "Open" to upload.

8. Click Yes/No to move on to the final step

9. Click on Complete Excel Import

10. You are DONE importing the file! Hooray!

Upon completion, you will receive a confirmation message in the top right corner.

Please be aware: A green box indicates success, while a yellow box signals an error. Please pay attention to these messages.

Updated on: 06/26/2024