How Do I Use The Add New Staff Import?

This guide will show you how to add new staff members' accounts using the Staff Import. For a guide on updating existing staff members' accounts, please click here.

If you are unable to complete any of the steps in this guide, you can use the Submit a request button at the top right of this page to contact our team for help.

Index
Import Staff Example
All Staff import Fields

Import Staff Example

1. Click Imports and select Staff

   
    

2. Import Type
   The Add New Staff import type will already be selected. This can be changed to Update Existing Staff. For a guide on updating existing staff members' accounts, please click here.

   
    

3. Download Template
   Click the download template button to download a CSV file of the fields to complete when importing staff members' accounts.

   
    

4. Adding Accounts To The Template
   The following fields must be completed to import your staff members. Company name, Staff Name, Email, Start Date, Weekly Required hours. All other fields can be left blank, and a default value will be added. Once you added each staff member to a new row, save the file. 
   For details of each field, please Click Here
    

   
    

5. Uploading The Accounts To Import
   Add the import file to Timemarker by dragging & dropping a CSV file into the dashed region, or clicking Choose File and selecting it.
    

   
    

6. Validate Button
   With a file selected in the Choose File section, click Validate to check for any issues. 

   
    

7. Validation Page 
   If your file has validation issues, a red validation warning will appear at the top of the page. A green validation message will be displayed. 
    

   
    

8. Checking Validation messages
   If a green or red validation message is displayed, the corresponding field on the validation page will be displayed in the matching colour. For more details, hover over the red/green text to display a dialogue box. 

   
    

9. Importing Data 
   Once you are happy with the data to be imported, click the import button to add these accounts to Timemarker. 
   
   Each imported account will receive a Timemarker welcome email with their login details.

   

10. Add New Staff Fields
    The example above shows how to add new staff members with the required fields. A list of all fields and their uses is provided below.

    1. Company Name
       Sets the company name to which the accounts will be imported. This must be the name of your company in Timemarker. 
    2. Email
       Sets the staff member's email address. Email addresses must be unique as they are used to log in to Timemarker. All timemarker emails for this account will be sent to this address. 
    3. Staff Name
       Sets the staff member's name. 
    4. Start Date
       Sets the staff member's start date. This is the earliest date they can record time for in their timesheets. 
    5. Weekly Required Hours
       Sets the staff members' weekly required hours. The staff member must record at least this number of hours before a timesheet week can be completed. This can be set to 0 if the staff member has no weekly requirement. 
    6. Hourly Cost Rate
       This is the hourly cost of employing the staff member. This value is used when calculating staff costs for profitability. You can set custom rates for different clients/projects/activities. 
       If this field is blank, the value will be set to 0. 
    7. Hourly Bill Rate
       This is the value you sell this staff member's time for per hour. This value is used when calculating staff costs for profitability. You can set custom rates for different clients/projects/activities. 
       If this field is blank, the value will be set to 0. 
    8. Office
       Sets the staff member's office. Offices are used to group staff members. If this field is blank, an office will be assigned automatically. 
    9. Department
       Sets the staff member's department. Departments are used to group staff members. If this field is blank, a department will be assigned automatically. 
    10. Job Title
        Sets the staff member's job title. Job titles are used to group staff members. If this field is blank, a job title will be assigned automatically. 
    11. Holiday Leave Entitlement
        This field sets the staff members' holiday leave for the current year. If this field is blank, your default value for the current year will be set. 
        This field is only displayed for companies with Time Off enabled.
    12. Other Leave Entitlement
        This field sets the staff members' other leave for the current year. Other leave is used to book time off that is not a holiday or sickness. If this field is blank, your default value for the current year will be set. 
        This field is only displayed for companies with Time Off enabled.
    13. Sick Leave Entitlement
        This field sets the staff members' sick leave for the current year. If this field is blank, your default value for the current year will be set. 
        This field is displayed only for companies with Time Off enabled and where sickness is not set to unlimited.