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Bulk Add Employees

If you are moving to Workmax or adding lots of people at once, you can bulk add employees by uploading a file rather than creating each person individually.

Bulk Add Employees​

To bulk add employees, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "People" section.
  3. Click on the "New team member" button.
  4. Choose "Bulk add employees", then click on the "Continue" button.
  5. Pick your template — select the template you want to download and fill in:
    • Workmax CSV
    • BrightHR CSV
    • FPS (Full Payment Submission XML — useful when migrating existing payroll)
    • AI (let Workmax help map the fields for you)
    • If your company uses pensions, also select the Pension (and Worker group, if applicable) to enrol the new employees into.
  6. Click on the "Save & continue" button.
  7. Download & upload — download the template, fill it in with your employee data, then use the "Upload file" button to upload the completed file. Click on "Process file(s)" to validate it.
  8. Review — check the imported employees and their department, location, pay calendar and manager assignments, and fix any issues.
  9. Confirm to create the employees.

Workmax will create the employees from your file. Each employee is added just as if you had created them individually, so you can review and complete their details afterwards. If you have any questions or need help, please contact Workmax Support.