How to import people in bulk into your MyHR account
READ: Introduction
READ: How to Import People
READ: How to Edit your Draft People
READ: How to Confirm a Person
Introduction
MyHR's People Import and Draft People features allow you to quickly add your people into MyHR, even if you're starting out with only a few of their details.
Start by downloading the template spreadsheet and filling in what you know. Then import this and MyHR will save each person as a draft. From here, you can edit each draft person to add more of their details as you learn them, and once you have everything, confirm you want to add them into your account.
There's no limit on how many times you can edit your draft people, so save what you know now and when you know more, pick up where you left off.
How to Import People
- Go to Manage People, then click Import people.
- Download the import template spreadsheet relevant for your region (Australia, Canada, or New Zealand) and fill out the Employee Details worksheet.
- The more details you can fill in (especially those marked as compulsory), the quicker you will be able to confirm each draft person. However the minimum fields that need to be filled in is First Name, Last Name and Email.
You can leave the example row in the spreadsheet – it's there to help you understand what kind of values to enter.
- Click 'Upload' and select the spreadsheet you have just populated.
- Once imported, you'll see a summary of the import result, including how many records we found in the spreadsheet, how many we were able to save as drafts and how many, if any, failed to import.
- If any of the rows in your spreadsheet fail to import, you will receive an error message screen. You can make changes in the spreadsheet and click 'Upload another file' to try the import again.
- If you want to do any further editing of the draft people you've just created, click 'Return to Draft people' to see the full list.