Using the Employee Import Page

Overview

Use Employee Import to create users from a completed template or enter employees directly into the table.

Learn how to use the employee import page below:

In Tabit Office, open Staff > Employee Import.

Choose a template upload for bulk entry or the table for manual entry.

Bulk import using the template

1. Select Download template to download the Excel file.

   

2. Read Instructions for the requirements of each column.

   

3. Enter employee information and save the completed file.

   Comments are for editing only and are not saved to the created employee’s record.

   

4. Select Upload file and choose the completed file.

   

5. Review the imported data in the table.

   

6. Red entries identify missing or invalid information, including duplicate emails.

   

7. Enable View issues only to focus on fields needing attention.

   

8. To assign Office access, select Permissions beside the employee.

   

9. Choose the required permissions and select Save.

   

10. After reviewing the uploaded employees, select Save at the upper-right.

    

11. The saved employees now have Tabit users.

Manually add using the table

For manual entry, use the table instead:

1. Choose + Add Employee.

   

2. Complete each required field.

   

3. After entering and reviewing the employees, select Save at the upper-right.

   

4. The saved employees now have Tabit users.