Yes, several fields can be included in an Excel spreadsheet/CSV file when you are bulk importing staff. To navigate to the Import Tool, you will want to click the upside-down triangle to the right of the Add Staff Member button.
In the Bulk Staff Import Tool, you will see the 4 required fields for the Excel or CSV file: Email, First Name, Last Name, and Payrate. You can also include Groups and Notification Start Date as columns in the spreadsheet as well.
This is a list of all required and additional fields that can be included on the spreadsheet:
Email
First Name
Last Name
Middle Name
Preference Name
Hire Date
Start Date
End Date
Notification Start Date
Remote I-9 Notification Preference
Onboarding Notification Preference
Birthdate
Street
Apt/Suite/Unit
City
State
Zip
Country
Phone
Gender
SSN
Employee Type
Employee Groups
Employment Deactivation Note
Note: A correct Start Date is a very important input, as this will affect many things, including notifications, reports, and most importantly, compliance.
Here is a sample spreadsheet:
After the document has been uploaded, you will then need to map the spreadsheet fields to the WorkBright fields. All required fields need to be mapped and need the green checkmark. You will have the option not to import certain fields in this window.
Once WorkBright validates the Excel or CSV file, you will have a chance to review the data. If everything looks correct, you can start your import.
You can return to your staff tab and review your newly imported staff.
Your import is complete!