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Importing Employees (Employee Import Tool)

Also known as: Bulk Employee Upload, Employee Import File

The Employee Import Tool lets you add or update many employees at once using an Excel template.

Required Fields

Each employee record in the import file must include:

  • Employee ID: A unique numeric identifier (employee number or any unique number).
  • First Name / Last Name: The employee’s name or a role/generalization (e.g., “Tool Crib”).

Suggested Fields

  • PIN: A numeric PIN (recommended 4 digits).
  • Permissions: Select Regular User or Supervisor permissions.

Regular User Permissions

  • Undo, Adjust, Return

Supervisor Permissions

  • All Regular User permissions plus: Configure Kiosk, Restock, Physical, Adjust All, Return All, Require Password

Steps to Import

  1. Navigate to the Employees module from the Dashboard.
  2. Click the cloud upload button in the top right corner.
  3. Download the Employee Import Template.
    • Blank template for new employees.
    • Sample template for reference (delete sample data before use).
  4. Fill out the template with employee details.
  5. Save and upload the file.
  6. Choose whether to Append (add new employees) or Replace (clear and replace all records).
  7. Review and confirm the import.

FAQ

What’s the difference between Append and Replace?

  • Append: Adds new employees while keeping existing ones.
  • Replace: Clears all existing employees and replaces them with the uploaded list.

Can I set permissions during import?

Yes. Include the appropriate permission settings in the template file.

What happens if I import duplicates?

The system will flag errors. Update the file and re-upload.

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