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Bulk Upload Employees

How to bulk upload employees via .CSV

Angelo Gargarutea avatar
Written by Angelo Gargarutea
Updated over a week ago

Before you start, please keep in mind that once you upload your employee list, an automated email will be sent to your employees' registered email.

Bulk uploading of employees can be done in 4 simple steps. Here's how it works:

Step 1: Create Segments

  • Login to the Qualee console

  • Select Advanced

  • Select Employee segments

  • Select Add new and create unique values for the following segments:

    • Location

    • Department

    • Team

    • Gender

Step 2: Create Content Profiles

  • Select Library

  • Select Add and choose either File or Link

  • On the third line item, Content profile, click the + icon

  • Create a new content profile name

  • Click the check icon to save.

Step 3: Fill out the .csv spreadsheet template

  • Download Qualee's .CSV template via Advanced > Employees > Add Employees button as shown in the screenshot below and open the template using Sheets or Excel.

Preview: CSV Download template button

Preview: downloaded CSV template

  • Enter employee column A (first name), column B (last name) and column C (email address)

  • Enter column D (date of birth) and column E (start date) in this format YYYY-MM-DD

  • Enter appropriate employment type in column G (Employment Type)

    • Full-time

    • Part-time

    • Contractor

    • Partner

    • Vendor

    • Candidate

    • Customer, Contact and Agent

  • Enter the appropriate gender in column H (Gender)

  • Enter the email address of the employee's manager in column I (Manager)

  • Enter the email address of the employee's secondary manager in column J (Secondary Manager) if applicable.

    (Note: If the employee’s manager/secondary manager's account hasn’t been created in the Qualee console, please use your console administrator’s email address or simply leave it blank)

  • Enter unique segment values created in step 1 accordingly for columns (K) (Department), L (Team), M (Location) and N (Document Profile).

    *Note: Please enter exact value name

  • For columns O (Journey) and P (Action Sequence), enter the exact Journey and Action Sequence name created, otherwise leave it in blank.

    *Note: Learn more about Journey and Action sequences

  • Next, enter corresponding filed values for optional columns Q, R , S and T.

  • Lastly, Enter either Save or Invite field value in column U.

    *Note: Save refers to creating employee data without inviting them to the app, while Invite refers to creating employee data and Inviting them to the app.

  • Once all fields are completed, please download the accomplished CSV file to your local storage.

Step 4: Upload the .CSV template to Qualee

  • Return to the Admin Console

  • Select Advanced

  • Select Add employee

  • Choose Upload CSV

  • Locate and select the completed .CSV template from your local storage

The employees will now appear in the Employee section.

All employees will receive an email notification containing a system-generated password and instructions on how to download the Qualee app.

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