How to Add Employees

You have two ways to add employees:

• One at a time — good for just a few people. Read how to do that here.
• All at once (import) — much faster when you have many employees. Use this when starting up or taking over a company.

Step 1 — Download the template file

1. Click on your account name (top right of the screen).
2. Go to the Import & Export tab.
3. Click Import Employees → then choose CSV or Excel.
4. Download the sample file.
5. Fill in your employee details. Do not add or remove any columns.
6. Save the file when you're done.
   
   

Step 2 — Check your payment schedule

Before you import, make sure the right payment schedule is selected.

1. Go to Employer → Payment Schedule.
2. Check that the correct schedule has a tick (✓) next to it.

All employees will be added to this schedule.

Step 3 — Import the file

1. Click on your account name (top right).
2. Go to the Import & Export tab.
3. Click Import Employees and choose your file type: CSV, Excel, or another program.
4. Select the file you saved and click Open.
5. Your employees will appear on screen.
6. Select the employees you want to add and click Import.
7. You'll see a summary when it's done. ✅
   
   

⚠️ One thing to check after importing

Some things are not imported automatically:

• Family details
• Tax items
• Fixed pay codes and tax additions

After importing, check each employee's details and fill in anything that's missing.