You can import workers in bulk into Expedo HR for ongoing usage.
In some cases, you may wish to import the basic or currently known details before individually completing the required worker details at a later date, for example, during an onboard.
Navigate to → Workers → Import
The two main import methods are:
This option is useful if your worker details are currently in an Excel spreadsheet or you are not currently using an integrated system.
1. Download the employee template to check the formatting and field requirements/options.
2. When the template has downloaded, open the file to see how Expedo wants you to display your data for a clean import.
3. Add worker data in the relevant columns, one row per worker.
|Email Address*||Worker's email which they will use to log in to Expedo.|
|Mobile*||Mobile Phone Number used for 2-factor authentication (2FA)|
|DOB*||Date of Birth - Format must be (dd/MM/yyyy) eg. "03/04/1980"|
|Is Onboarded||Use the number "1" for True if the worker is already onboarded. Leave blank if not applicable.|
|Indepedent Contractor||Use the number "1" for True if the worker is an independent contractor. Leave blank if not applicable.|
|ABN||Include Australian Business Number where applicable.|
|GST Registered||Use the number "1" for True if the worker is GST registered.|
|External ID||An ID number used when integrating with third-party systems such as Payroll, Recruitment (ATS) or similar.|
*Compulsory fields for every worker/row
4. Once your CSV file is ready to be uploaded, return to the worker import in Expedo and select "Import from CSV" and locate your CSV file.
When the import has been completed you will see a green notification appear in the top right-hand corner to notify you of your successful import.
Now you can interact with all of the uploaded worker profiles if you need to make any changes or additions.
If you have already set up integrations with third-party systems in your company settings, you can import workers from those connected systems.
Import from KeyPay
If you have connected your KeyPay account with Expedo, you can select "Import from KeyPay" from the import screen.
When you click on this it will show your active employees. You can now select all employees or a specific number to import into Expedo. Once you have selected the employees you wish to bring across, hit the 'Import' button.
Keep an eye out for the green/yellow status colour on the right-hand side. This may be yellow due to a number of reasons, preventing a successful import of information. Please check the KeyPay source data for items such as:
Phone Number - Needs to be present, and a valid mobile number format.
Email - Need to be a valid email address and cannot be a duplicate of an existing email address.
Worker Duplicates - There may already be a worker in the system with the same Keypay ID.