Step 1
Go the Team Member page, click on the + Import button > Import via Spreadsheet
Step 2
Download the template provided on the Upload Employees page.
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 (Managers & Admins only)- employee email
Mobile_Phone - the mobile phone number of the employee in one of the following formats:
999-999-9999 or (999) 999-9999
Optional Fields
Role - this is the Workyard role and must be one of these values:
Worker
Manager
Admin
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