Import Collaborators

This feature allows the mass addition of collaborators via a pre-formatted file, thus simplifying the new employee onboarding process. Users can prepare a file containing all the necessary information, making it possible to quickly and efficiently import multiple profiles at once. This is especially beneficial when onboarding new employees or updating team data.

The functionality ofimport of collaboratorsallows you to add several collaborators to the database in a single operation, by downloading a pre-formatted file, generally in Excel format. This option is particularly useful for:

• The initial integration of a large number of employees
• Mass updating of employee information

Step 1: Download and Prepare the Canvas

Downloading the canvas: A template file is available for download, designed to capture each employee's information. This file must respect a precise format, with predefined columns (see screenshot).

• Respecting the order of columns: Required fields, such asRegistration number, Name, First name, AndEntry dateare marked in red. The order of the columns in the file must be strictly respected to ensure correct integration.

Tips for preparing the file:

• Enter only one value per cell.
• Avoid empty lines.
• Respect the date formats (dd/mm/yyyy).

Prerequisites: The file must respect the specific format defined by the system, and include essential information such asRegistration number, TEAName, thereDate of birth, and other required fields.

Step 2: Load File

Once the file is completed, proceed as follows:

• Click onBrowseto select the collaborators file.
• PressFollowingto load the file.
• A summary is then displayed, showing the number of lines imported and the total number of lines in the file.

Step 3: Check Imported Data

After loading:

• A summary table presents the imported collaborator records.
• The system reports the number of possible errors and the number of valid records.
• The information of each employee (Last name, First name, Position, Management, etc.) is displayed for a final check.

Step 4: Import Collaborators

After checking:

Click Import to validate and integrate the collaborators into the database.

A confirmation message indicates that the import was successful.

This import functionality guarantees significant time savings for managers, by facilitating rapid and error-free integration of employee data into the system.