Warning: There is no undo option, so make sure you confirm your employee changes before you click the Submit button!

This page updates employee information en masse using a CSV upload. On the Download step, choose fields from the site’s employee schema using chip toggles, then download a template with only those columns.

1. Enter your Accountant or Client API information and choose whether to include inactive employees and/or allow new employees (blank RecordNumber).
2. Select the fields you want in the template, then download the current employee list as a CSV file.
3. Open the file and make edits where necessary. A couple notes about this:
   • Do NOT rename the column headers! You can remove columns you don't want to update, but do not rename the ones you leave in the file.
   • You can remove any rows of employees you do not need to update.
   • Date-effective fields include a matching *_EffectiveDate column (the employee’s most recent effective date on download).
4. Save the file with edits made and upload the file.
5. Review highlighted changes being made to employees, then continue to Submit.
6. Confirm the number of updates and click Submit Changes. There is no undo.