Our Bulk Import feature allows you to quickly create multiple employee profiles in one go.
🧭 Step 1: Go to Bulk Import
Go to the ‘Employees’ tab on the platform, then select ‘Bulk Import’ to begin the process.
📥 Step 2: Download the Import Template
Download the official CSV Import Template provided. This file includes all the required fields and correct headers for your upload.
The import template will look like this:
✍️ Step 3: Fill in Employee Details
Enter the required information for each employee, following the formatting and rules listed below. Be sure to complete all mandatory fields.
Column Name | Required? | Format / Rules |
Given Names | ✅ Yes | Free text (e.g. John Peter) |
Family Name | ✅ Yes | Free text (e.g. Smith) |
✅ Yes | Must be a valid email (e.g. [email protected]). No duplicates allowed in the same file or system | |
DOB | ❌ Optional | Format: DD-MM-YYYY or DD/MM/YYYY (e.g. 01-01-1990) |
Phone | ❌ Optional | At least 10 digits (e.g. 07123456789) |
Role | ✅ Yes | 4-digit SOC code (e.g. 6135) |
Band | ✅ Yes for some roles only | e.g. 8a, 2, 4b |
Job Title | ✅ Yes | Free text (e.g. Care Assistant) |
Site Id | ✅ Yes | A valid Site ID in the system (e.g. 646), found in Settings > Sites |
Other Sites | ❌ Optional | Semicolon-separated list of additional Site IDs (e.g. 261; 647). Leave blank if not applicable |
Hours per Week | ✅ Yes | Between 30 and 48 inclusive. Must be an integer or .5 increment (e.g. 30, 37.5, 48) |
Hourly Rate | ✅ Yes | Decimal number with up to 2 decimal places (e.g. 10.00, 35.5) |
Current Visa Type | ✅ Yes | One of: skilled_worker, skilled_worker_dependent, student, student_dependent, graduate, graduate_dependent, other, indefinite_leave_to_remain |
Currently Sponsored | ✅ Yes for Skilled Worker | TRUE or FALSE or YES or NO |
Current Visa Expiry Date | ✅ Yes unless ILR | Format: DD-MM-YYYY or DD/MM/YYYY. Required for all except indefinite_leave_to_remain |
Employment Start Date | ✅ Yes | Format: DD-MM-YYYY or DD/MM/YYYY |
💾 Step 4: Save Your File as .csv
Once you've added all employee details, save the file in .csv format. This format is necessary for a successful upload.
📤 Step 5: Upload the CSV File
Return to the Bulk Import section and upload your saved .csv file.
🛠️ Step 6: Resolve Any Errors
Any validation errors - such as missing required fields or duplicate data - will be shown. Fix these in the template and re-upload to complete the process.
✅ Step 7: View Your Employees
Once the file has been successfully uploaded and processed, all imported employees will automatically appear in the Employees tab.
💬 Need help or an update? - Open the Support tab at the bottom right of your screen to contact our team directly.