Step 1

Download the template provided

Step 2

Open the CSV file and fill in the information according to the following definitions:

Mandatory Fields

  • Full Name - the first and last name of the employee only

    • Ron Swanson

  • Email - employee email

  • Mobile_Phone - the mobile phone number of the employee in one of the following formats:

    • 999-999-9999 or (999) 999-9999

  • Role - this is the Workyard role and must be one of these values:

    • Worker

    • Manager

    • Admin

Optional Fields

  • Meal_Breaks_Paid - enter if the employee's lunch breaks are paid:

    • Yes or No

  • Exempt - enter the employee's exemption status

    • Exempt or Non Exempt

  • Pay_Type - enter the employee's pay type

    • Hourly or Salary

  • Pay_Rate - Only enter if the employee is Hourly

    • Enter as a number ##.## (eg 30.00)

  • Annual_Salary - Only enter if the employee is Salary

    • Enter as a number #####.## (eg 50000.00)

  • Avg_Work_Week_Hours - Only enter if the employee is Salary. Please enter whole numbers only. Decimals and fractions will not be accepted.

  • Workers_Comp_Code - the WC code assigned to the employee. Please enter whole numbers only. Decimals and fractions will not be accepted.

Step 3

Upload the completed CSV file to Workyard

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