Importing employees from CSV
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Download the CSV Template
Get started with our pre-formatted template
Step-by-step guide
Download the CSV template
Start by downloading our CSV template. This ensures your data is formatted correctly and includes all required fields. The template includes example data to guide you.
Tip: Keep the header row exactly as it is – changing column names will cause import errors.
Prepare your employee data
Open the template in Excel or Google Sheets. Fill in your employee information following the example format. Required fields are: First Name, Last Name, Email, Start Date. Optional fields include Department, Job Title, and Manager.
Tip: Dates should be in DD/MM/YYYY format for UK compatibility.
Navigate to the import screen
In Compliance Cover, go to Staff > All Employees, then click the 'Import' button in the top right corner. This opens the import wizard.
Upload your CSV file
Click 'Choose File' or drag and drop your completed CSV file into the upload area. The system will analyse your file and show a preview of the data it found.
Tip: Files must be under 10MB. For larger imports, split into multiple files.
Review and map columns
The system attempts to automatically match your CSV columns to Compliance Cover fields. Review the mappings and adjust if needed. Any unrecognised columns can be skipped or mapped to custom fields.
Tip: Green checkmarks indicate successful matches. Yellow warnings mean the field is optional but unmapped.
Confirm and import
Review the import summary showing how many records will be created. Click 'Import' to proceed. You'll see a progress bar, and the system will report any rows that couldn't be imported due to errors.
Tip: You can download an error report to fix and re-import any failed rows.
What you'll learn
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