Learning path: Employees — Guides

Previous: Adding an Employee in WorkWeek

Next: Editing Employees in WorkWeek (Individual & Bulk)

Prepare an employee file, check the preview, then import it.

Watch: upload an employee file

Watch the template → file upload → preview sequence. Keep the organisation-specific field requirements and evidence qualifications below in mind.

How to Bulk Upload Employees from Excel or CSV — WorkWeek

How to Bulk Upload Employees from Excel or CSV — WorkWeek

Open the source guide in Ask Megan · WorkWeek sign-in required for the guide.

What the current Mono implementation shows

  1. Open Employees → Bulk upload employees and download its CSV or Excel template.
  2. Complete the file and upload CSV or XLSX.
  3. Review the preview and any validation messages. If prompted, confirm how decimal separators in CSV rate fields should be read.
  4. Correct the data before running the import, then review the result.

Employee requirements can be configured for the organisation. Neither “all fields are optional” nor one universal required-field list is reliable for every configuration.

Example: A rate written as 1,250 has a different meaning depending on the chosen decimal format. Check the preview before importing.

Training example: the file appears on the left and the employee preview on the right. Review the preview before running the upload. Still from the linked WorkWeek video.

Training example: the file appears on the left and the employee preview on the right. Review the preview before running the upload. Still from the linked WorkWeek video.

Evidence status: checked in Mono main revision 4e394149b59fcc3072544c38a00c40bd698f2305, in frontend/components/employees/EmployeesPage.tsx, frontend/lib/employees/utils.ts and frontend/lib/employees/validation.ts. This verifies implementation, not the version deployed for a particular customer. Dylan has been asked to confirm current release guidance; see ‣.

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