Importing Employee Information from a Microsoft Excel Spreadsheet

If you are transferring employee information from a Point-of-Sale application, you can enter employee data into a provided Microsoft Excel spreadsheet, and then import the spreadsheet to perform a bulk entry of employee data. This method only enters basic account and personal data and does not function as an alternative for entering employee data through the employee administration interface.

  1. In Reporting and Analytics, click the side navigation menu, click Labor Management, and then click Enterprise Employee Interface.
  2. Right-click Enterprise Employee Worksheet, and save the file to your local drive.

    If your enterprise has some locations that use timekeeping and some that do not, the locations that do not use it should download the Hybrid Labor Enterprise Employee Worksheet. The locations that use timekeeping should use the standard Enterprise Employee Worksheet.

  3. Follow the instructions in the Microsoft Excel spreadsheet to populate a list of employee information, job and pay rate information, and Point-of-Sale application account information, and then save the file.

    If you are using this method to update information for existing employees, click the Options tab, and then change the Execution Mode value to 2.

  4. Click Choose File, select the spreadsheet, and then click OK.
  5. Click Import, and then wait for the confirmation screen to verify the import processed without errors.
  6. Depending on which release number you have, follow one of these options:
    • If your release number is 20.1.14 or earlier, in Reporting and Analytics, click Labor, click Employee Administration, and then click Employee.
    • If your release number is 20.1.15, in Reporting and Analytics, click People.
  7. Verify all imported employees, and update information for all employees as required by system configurations.