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Import data adds several employees from a spreadsheet, an HR export, or a pasted list. Use the review stage to correct the records before Worklayer creates them; manager values are especially useful for the organisation chart and approval routing.

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Before you import

Open People > Add employee > Import data. Prepare names and email addresses for the people you are adding. Include each person’s manager if the source has that relationship. If you only need to add one person, choose Add single employee and use the single employee guide.

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Review the import

1

Provide the source

Upload the file or paste a list in the import flow. Follow the source step until Worklayer shows the rows it has read.
2

Check the mapped fields

Inspect names, emails, managers, and any other details brought across. Correct missing or mismatched values in the review stage before confirming.
3

Choose follow-up actions

Review the Trigger agents and Send invitations options. These are choices for this import, not automatic consequences of uploading a file.
4

Confirm and spot-check

Confirm the import, then open a few employee profiles in People. Check their department, team, manager, and any employment details that matter for immediate requests.

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What to check afterward

Open People > Org chart to inspect reporting lines. If a person appears under the wrong manager, correct the relationship on their employee record. A missing policy or schedule can affect time off choices or attendance targets, so check Contract & policies before employees begin using those flows.
If the source has several people with similar names, compare email and manager fields during review rather than relying on the name alone.

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Next steps

Organisation structure · Employee profiles · Invite and setup choices