There are three ways to add and onboard new employees using HR Partner: Import them from a spreadsheet, automatically add them using an external payroll system, or add them in one by one.
Method 1 - Adding Employees One by One
To add employees individually, click on the 'Employees' link on the left hand menu. This will show you a list of current employees, or else a blank space if you have no employees at the moment.
At the top, there will be a green button that says 'Add A New Employee'. Clicking this will bring up the employee 'quick add' window.
You can simply press the ' +' key as a quick way to add new employees. Keyboard shortcuts like these can save time when doing bulk entries.
When entering employees individually, it is important to ensure that the Employee Code is unique across your system. Normally you would use your payroll system code for easier cross referencing, but if want to create new codes, please ensure that you do not use the same code for more than one employee.
At the bottom of the Quick Add screen, there is a checkbox asking you if you want to 'Go straight to employee edit screen after adding'. Normally this is unchecked, but if you aren't in a big hurry and want to do major editing of each employee after adding, then you can tick this to be taken straight to the Edit screen when you save.
Otherwise you will be taken back to the employee list with the newly added employee highlighted.
Method 2 - Importing From CSV (Spreadsheet)
You can import a spreadsheet of your employees to easily transfer them to the system. You will be able to map the fields from your spreadsheet.
To import your CSV, follow these steps:
Next, select "Data Files".
Click "Import CSV".
After that, click "Choose file" to locate your CSV and upload.
Location - must be one of the location names that you have created in your company, otherwise if you do not specify a location in the import file, all new employees will be given the location '(not specified)'.
Method 3 - Importing From Payroll
A quicker way to add employees to your system will be to import them from your existing payroll system. At the moment we only support the following payroll systems.
- Xero Payroll (Australia, New Zealand)
- Xero Payroll (USA)
We are constantly adding more payroll systems over time, so please check back regularly.
More information on payroll importing is discussed in our Integration section.