First of all:
Go to Team from the navigation bar
Click on Employees
Open the three-dot menu(⋮) in the top right-hand corner
Select Import
Or, alternatively, go to Menu>Import>Equipment
Import employees
To carry out this process correctly, you have at your disposal a CSV/Excel template that you simply download, fill in and upload again to the platform.
1. Download the import template
Open the import modal as explained above.
Download the CSV/Excel template to view the import format
Open the downloaded document to be able to work on it.
2. Fill in the template
Fill in the fields below. Those that are essential are marked with an asterisk (*).
Name | Write the name of the person |
Surname | Add the surname |
Gender | 1=Male / 0= Female |
Telephone | Contact number for urgent matters |
Bank account number | Employee's Iban |
DNI/ID | DNI or ID number |
Address | Add the employee's address |
Tax residence | 1=Resident / 0=Non-Resident |
3. Upload the template information
From Employees, access the three-dot menu (⋮) again.
Click on Import
Click on the Upload file button
Select the spreadsheet with the completed fields that you have previously saved.
Confirm the action