Import employees from a CSV file

At TimeForge, we understand that many of our customers switch to us from old-fashioned spreadsheets. That’s why we offer the ability to import employees directly from a CSV file. Most spreadsheets can easily be saved as a CSV, which makes the transition over to TimeForge smooth and painless.

TimeForge is a complete labor management tool that is great for making things like tracking attendance and creating employee schedules quick and easy. Plus, from the employee profile page, you can keep track of information like cell phone numbers, social security numbers, passwords, payrates, and much more.

You can import employees with just a few clicks! Here’s how:

Navigate to your Employees page

Open up the Set Up tab, then select Import Data from the sub-menu. (The screenshot below shows this at the Corporate level, but you can also do it from the Location level, depending on your needs.)

If you can’t see the Import Data button while at the Location level, this means you’re not using a security template. Applying a security template will allow you to import data from the Location level.

Choose the appropriate CSV file

If your file is currently saved as an .xls or .xlsx, you’ll need to first open up Microsoft Excel, then go to File > Save As and export it a CSV. You can then select this .csv in TimeForge.

Choose the appropriate CSV file.

Review the employee data for import

TimeForge will automatically attempt to match the header of each column with a field in TimeForge, such as “Employee Name” and “Position,” and will show you a preview of the import, starting with the first row in your sheet.

Click the Next link to review each subsequent row (employee) in the file.

If satisfied, click the Import Data button to import the file. If your first row was a header row, leave the box checked to ignore that row when importing.

If you’re importing from the Corporate level, your CSV should include a column for Location Payroll ID. Otherwise, you will receive an error. At the Location level, the location field is assumed to be the current Location.

TimeForge only looks for matches and updates existing data based on the Payroll ID field for that import type. This is true for all types of data, including positions, departments, locations, employees, etc.

If you check the second box, “Terminate all employees not in the upload file,” TimeForge will terminate any employee that does not appear in the file you are uploading. This can be helpful if you’ve already created some employees in TimeForge manually but decided to import the rest — checking this box will prevent duplicates.

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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E-Mail: info@timeforge.com

 

About TimeForge

The best tools available for managing labor in the retail, restaurant, food-service, and hospitality industries. Includes applicant tracking, time management, employee scheduling, payroll, and other labor management tools.

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