Take a moment to watch our video guide
Take a moment to watch our video guide
To import employees into the system, fill out a template with information about your company's employees. This will help you save time and avoid mistakes when entering data manually.
We recommend including as much information as possible about your employees, including their managers, in the template to properly reflect the company's organizational structure. You can find an example of how to fill in the fields below:
💡 You can download the template file here in both .csv and .xlsx formats.
Note that this sample is for reference only. Remember to download and modify the file locally.
Fill in system fields
Import in the PeopleForce system supports two file types - .csv and .xlsx. Before uploading a table to the system, correctly fill in all the fields. Mandatory fields are highlighted in red and bold:
Field Name | Description | Data Format | Example |
employee_id | Employee ID. | Text or Number | id2 |
first_name | Employee first name | Text | John |
middle_name | Employee middle name | Text | Alexander |
last_name | Employee last name | Text | Doe |
Work email address | Text (Email format) | ||
personal_email | Personal email address | Text (Email format) | |
date_of_birth | Employee's date of birth | Date (Must correspond with the date format in the company settings) | 1990-01-01 |
gender | Employee's gender | Text | Male |
hired_on | Employee's hiring date | Date (Must correspond with the date format in the company settings) | 2023-12-01 |
phone_number | Work phone number | Text (Phone number format) | +1 (555) 555-5555 |
mobile_number | Personal phone number | Text (Phone number format) | +1 (123) 456-7890 |
employment_type | Type of employment | Text | Full-time |
position | Job title of the employee | Text | Software Engineer |
department | Department the employee belongs to | Text | Development |
division | Division the employee belongs to | Text | Europe |
location | Employee's work location | Text | Berlin |
facebook_url | Employee's Facebook profile URL | URL | |
linkedin_url | Employee's LinkedIn profile URL | URL | |
twitter_username | Employee's Twitter username | Text | @JohnADoe |
skype_username | Employee's Skype username | Text | @JohnADoe |
slack_username | Employee's Slack username | Text | @JohnADoe |
skills | Comma-separated list of employee's skills | Text | Java, Python, HTML |
reporting_to_employee_id | The ID of this employee's direct manager. | Text or Number | id1 |
salary_amount | Employee's salary | Number | 10000 |
salary_currency_code | Currency code for salary | Text | USD |
salary_effective_on | Date the salary goes into effect | Date (Must correspond with the date format in the company settings) | 2024-06-01 |
salary_frequency | How often the employee is paid | Text. It can be one of the following values:
| month |
access | System access permission. | Number. It can be one of the following values:
| 1 |
ldap_username | Username for LDAP authentification. It is used only if the LDAP is activated. For more information about different ways to access the system, see Types of authentication. | Text | jadoe |
probation ends on
| Date when the employee's probation period ends | Date (Must correspond with the date format in the company settings) | 2024-07-29 |
💡 Optional fields can be left blank or removed from the template.
💡 When importing employees, ensure that the imported data has the correct format for date, phone number (starting with a +), full name, and email address. All fields get validated by the system.
The next step is adding custom fields for employee import and importing employee data into the system.