Importing a team (managers)

Employees → Import CSV brings many people in at once instead of inviting them one by one.

1. Prepare the file with one row per person and the name, email, position and location columns.
2. Select Import CSV and choose the file.
3. Review what the importer found before committing it.

Practices

• Import into a fully configured organisation. Rows referring to positions and locations that do not exist yet cannot be matched, and fixing that afterwards is slower than creating them first.
• Import once, then correct in the app. Repeated re-imports of the same file are the usual way people end up with duplicate staff records.
• Spot-check a handful of imported profiles against the source before inviting anyone — the wrong position on 200 people is 200 wrong wage estimates.