Learning path: Customer setup — Learning path
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Next: Field Requirements and Templates
Use the current employee-upload guide and the template available in your account.
Watch the upload and preview: Bulk Employee Upload Overview now includes the WorkWeek walkthrough and a screenshot of the import preview.
Open Bulk Employee Upload Overview for the shared import guidance and its verification status.
The old onboarding process below describes sending a completed workbook to Customer Success. Keep using an agreed assisted-onboarding handover where applicable; do not assume an old template or a universal list of required fields matches the current account.
Before submitting: check employee identifiers, names and rates against the original records. The upload preview and your organisation's configured requirements determine what needs correction.