Importing Employees from CSV

When to Use CSV Import

CSV import is the fastest way to add many employees at once. Use it when you are setting up CrewHR for the first time, onboarding a new department, or migrating from another system.

Accessing the Import Wizard

1. Navigate to Employees
2. Click Import or Import Employees
3. The import wizard will guide you through 5 steps

Step 1: Upload Your CSV

Upload a CSV file containing your employee data. The file should have column headers in the first row.

Minimum required columns:

• First name
• Last name

Optional columns you can include:

• Email
• Phone
• Role
• Location
• Employment status

If you need a template, click Download Template to get a pre-formatted CSV with all supported columns.

Step 2: Map Columns

CrewHR displays the columns from your CSV and asks you to map each one to the corresponding employee field. For example, if your CSV has a column called "Full Name," you would map it to "First Name" and "Last Name."

CrewHR auto-detects common column names (like "email", "first name", "phone") and maps them automatically. Review the mappings and adjust any that were not matched correctly.

Step 3: Resolve Roles

If your CSV includes role information, CrewHR matches the role names against your existing roles. For any roles that do not match, you can:

• Map them to an existing role
• Create a new role on the fly
• Skip the role assignment

Step 4: Preview

Review the data before importing. The preview shows:

• How many employees will be created
• Any validation errors or warnings
• A table of the data as it will be imported

Fix any issues before proceeding. Common issues include:

• Missing required fields (first or last name)
• Duplicate email addresses
• Unrecognized roles or locations

Step 5: Execute

Click Import to create all employees. The import runs and shows a progress indicator. Once complete, you will see a summary of how many employees were created.

After Import

Imported employees appear in the employees list immediately.

You may want to:

• Review and update any missing details
• Assign locations and zones if not included in the CSV
• Send invitations for employees to access their portal
• Assign schedule patterns and leave policies

Tips

• Clean your data first: Remove blank rows, fix spelling inconsistencies, and standardize role names before uploading
• Start with a small test: Import a few employees first to verify your column mappings are correct
• Use the template: The downloadable template ensures your columns match what CrewHR expects