Within MakeShift, Company Admins have the ability to import additional users/employees via CSV. Location Admins and Department Admins will not have this ability.
*If you are using an integration such as our integration with ADP, the user importer will not be available. To import a user from ADP, please see our article on How to Import/Deactivate a User from ADP Workforce Now.
To import a user via CSV, click the Users tab in the top navigation bar.
Click the green Import Users button in the top right corner, next to Add User.
This import feature will allow you to upload new users or update existing users. You can import the following details for each employee:
- First Name (Required)
- Middle Name
- Last Name (Required)
- Employee ID (Required for MakeShift Time and Attendance companies only)
- Phone Number
- Hourly Wage
- Pay Type ID (Used for Payroll Based Journalling purposes - please reach out to MakeShift Support for assistance)
- Hire Date
If uploading additional information for an existing user, the email and employee ID must match with what is currently registered. In addition, if the existing user does not have an email address or an employee ID, this import feature will create a new user.
You can download our template to use as an example below or follow this format:
|First Name||Middle Name||Last Name||Employee ID||Email Address||Phone Number||Hourly Wage||Hire Date||Skills|
|Tom||Edward||Smithemail@example.com||555-555-5555||20||2018-01-17||CPR, First Aid|
Please ensure that your file is saved as a .CSV and matches the header names exactly.
When you are ready to import, click Select CSV.
You will receive a progress message.
Once completed, you will receive an import history, displaying the successful and unsuccessful imports. Users with an error will not be imported. Hover over the error icon for more information, and re-upload a CSV file with the correct information.
To return to your user directory, click Back to Users in the top right corner.
You can also access your import history by clicking View Import History on the main user directory.
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