Import Staff from a .CSV File

  1. Click on your Organisation's Name at the top left
  2. In the drop-down click on the Settings button
  3. Click on Import from .CSV in the People Settings section
  4. Click on the Template Spreadsheet to download template .CSV file
  5. Open the downloaded file on your computer and populate the fields with your staffs' details
  6. Save your template as a .CSV file to your computer
  7. Back in the 'Import from .CSV' page click on Choose File button
  8. Select the file to upload from your computer
  9. Check the different login/password options
  10. Click Import button to begin the import
  11. PeopleSafe will display a success message when the upload is complete

Top Tips:

  • Use your new team members email address or their employee code as their username login, that way it's easier for them to remember.
  • You can copy over the persons details from a payroll report and the process can be even quicker
  • Don't forget to add in emergency contact details, you never know when you might need them!
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