Step 1 — Download the template#

On Employees, select Template. The CSV has these columns, in this order:

first_name,last_name,email,department,position,employee_no,address,city,salary_amount,employment_status

There is no UID column: the Employee UID is generated by IVQA.

Step 2 — Fill in the file#

  • One employee per row; keep the header row.
  • first_name and last_name identify the employee on documents and badges.
  • email, department, position, employee_no, address, city, salary_amount and employment_status are optional and fill the corresponding profile fields.
  • Save as CSV (UTF-8) so accented characters are preserved.

Step 3 — Import#

Select Import on the Employees page, choose your CSV file and confirm. Imported employees are created with the status Pending.

[SCREENSHOT REQUIRED]

Company Dashboard → Employees → Import

The Employees page with the Import and Template buttons

expected file: public/images/company/employees-import.png

Step 4 — Validate#

Validate the new employees from QR Codes employees so documents can be created for them. See Validate an employee and generate their QR code.

Exporting#

Export downloads the current directory as CSV with the same columns plus employee_uid — useful to keep your HR system and IVQA in sync.