In this guide, we’ll learn how to import a list of employees into the Vitre platform. You can either add employees manually or import them using an Excel file if you have a long list.
Steps to Import Employees:
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Prepare an Excel sheet with the required columns. Be sure to include the mandatory fields. Here’s an example of an employee Excel template:
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Employee ID
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Full Name
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Email
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Phone Number (optional)
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Team/Department
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Location
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Log in to the Vitre platform.
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Navigate to the People module on the left side.
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Click on the three-dot options menu in the top-right corner and select Import.
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Click Upload and choose the Excel file you just created.
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After uploading, you will need to map the fields (e.g., “Employee ID” and “Full Name”) to the corresponding columns in your Excel sheet.
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Once all fields are mapped, click Preview to review the mapping.
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Finally, click Import to upload the employee list.
Your employees will now be successfully imported into the Vitre platform.
[VideoTutorial] How to Import a List of Employees into the Vitre Platform