Import people into MyHR
How to import people in bulk into your MyHR account
Contents
How to view, edit and confirm Draft people
FAQs, troubleshooting, tips & tricks
Why are my employees appearing as draft people?
How will I know if the spreadsheet has been successfully updated?
What do I do if I received an error message that records have failed to import?
Can I import people more than once?
Overview
The People Import feature allows you to quickly add multiple employees to MyHR using a spreadsheet template.
When you upload the spreadsheet, MyHR creates a draft profile for each employee. You can review and update these draft profiles before confirming them in your account.
This feature is useful when setting up your account for the first time or adding several employees at once.
Note - creating a draft person does not automatically send an employment agreement or contract request.
Step-by-step instructions
How to import people in bulk
Download the import template spreadsheet from the MyHR platform, add the employee information, and upload the completed spreadsheet back into MyHR.
The spreadsheet includes an example row to demonstrate the type of information required. You can leave this row in place when completing the template.
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Select People on the left side navigation menu.
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Select Import people.
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Download the import template spreadsheet for your region (Australia, Canada, or New Zealand).
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Complete the Employee Details worksheet in the spreadsheet.
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Save the spreadsheet to your computer.
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Select Upload and choose the completed spreadsheet file.
Each successfully imported row creates a draft profile for that employee.
You can view, edit, and confirm these profiles from Draft people.
Tip: only First Name, Last Name, and Email address are required to import a person. You can add additional details later when editing the draft profile.
How to view, edit and confirm Draft people
Once a import template spreadsheet has been uploaded and draft profiles have been created, the next step is to edit individual profiles with specific information needed to create an employment agreement. Or to confirm what features you would like to enable for this person.-
Select People on the left side navigation menu.
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Select Draft people.
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Select the relevant person from the list by selecting their name, or selecting the three dots '...' next to their name, and then selecting Edit.
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Make appropriate edits to add additional information now available to you.
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Either select Save Draft (if you are not ready to confirm/have further information to add) or select Confirm As Person (if all information is available).
Note: selecting Confirm As Person will generate a request for an employment agreement/contract.
How to delete a draft person
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Select People on the left side navigation menu.
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Select Draft people.
- Select the three dots '...' next to their name, and then selecting Delete.
FAQs, troubleshooting, tips & tricks
Why are my employees appearing as draft people?
Imported employees are initially saved as draft profiles so you can review their information before confirming them in MyHR.
Who can see draft people
Visibility of draft people depends on whether the draft person has been assigned to a department.
| User | Draft person assigned to department | Draft person not assigned to department |
| Requesting user | ✅ | ✅ |
| Manager with Add and Mange People permission and department access | ✅ | ❌ |
| Account owner | ✅ | ✅ |
How will I know if the spreadsheet has been successfully updated?
After uploading the file, MyHR will display a summary of the import results showing:
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How many records were found in the spreadsheet
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How many people were successfully saved as draft records
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Whether any records failed to import
Each successfully imported row creates a draft profile for that employee. You can view, edit, and confirm these profiles from Draft people.
What do I do if I received an error message that records have failed to import?
If some rows fail to import, you will see an error message. Update the spreadsheet and select Upload another file to try again.
Can I import people more than once?
Yes. You can upload additional spreadsheets at any time to create more draft people.
Support Options
If you need more help, our HR teams are always here for you!
If you have questions, message the MyHR team via the Ask Us chat feature or call us on:
NZ - 0800 69 47 69 (0800 MY HR NZ) or +64 9 887 3345
AU - 02 7908 2240
CA - 1 855 694 7224