This article explains how you can use the Import Employee feature to quickly update employee details.
Table of contents:
Review Employee data
We highly recommend reviewing employees' names, emails before filling out the import template. This extra step will prevent account duplications.
The Email Address field is a unique identifier that the system will use to determine whether to create new profiles or update existing ones. Employees with the same name but different email addresses will be identified as distinct individuals and thus have separate accounts.
You can easily export employee details using the Employee Data Export feature to review data.
Prepare Employee data
Once you have revised employee data, follow the instruction here to start updating your employee details.
Click the Plus icon on the navigation bar > Import Employee
Download Employee Template and read the Instructions sheet carefully
Fill out the Employee list (Template) sheet with employee details. Make sure to remove sample data and fill out the required fields (the green fields).
🌟 Tip: You can easily export employee details using the Employee Data Export feature and paste employee details (first name, last name, email) to the import template
Delete the columns you don't want to update
⛔️ Important: Leaving blank values in a header field will cause the system to erase current data
Review again and Save your file
Import Employee data
Click the Plus icon on the navigation bar > Import Employee
Upload the file
Click Mapping fields after the file is done uploading:
Map the name of the fields on Grove with the corresponding headers in the uploaded file
Headers that match exactly with the field name will be mapped automatically
Click Next and Review records:
Check new records: if you didn't add new employees in the file and see
"[number] records ready to be created", it may mean the email added in the uploaded file is not correct. Please check for typos and correct them to prevent account duplications
Choose which record you would like to keep:
Row 1, 2, 3, etc.: data in your file
Grove Record: current data in employee profiles
Check for errors and correct your data before reuploading
Click Import
📌 NOTE:
You need to fill in with the right phone format: +<Country code> <Phone number>
ex: +84 969123123
The date format should be DD/MM/YYYY
Leaving blank values in a header field will cause the system to erase current data
Some potential errors can be found here.
Some fields require you to follow the format. Please refer here.