In this article, we show you how to use the Tātou Office Bulk Import feature to quickly create new employees. This handy feature will save you a lot of time setting up, so you can get on to doing what you do best—read on to find out how.
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Download the template
Download a copy of our template spreadsheet file to get started. You can open and edit this file using a spreadsheet program such as Microsoft Excel, or Google Sheets.
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A list of the spreadsheet fields and what they mean can be found below:
Field Name | Purpose | Example |
|---|---|---|
staff_id (required) | A unique identifier for the employee. | BI2020 |
first_name (required) | The first name of the employee. | Benji |
last_name (required) | The last name of the employee. | Iosefo |
email (required if employee requires access to Tātou Office) | The employee’s email address—this is required if the employee requires access to Tātou Office. | b.iosefo@example.com |
job_title | The employee’s job title. | Crew member |
default_role (required) | The default role which this employee will take on. If this role doesn’t exist, a new one will be created. | Crew member |
additional_roles | Any additional roles this employee may take on. | Machinery |
start_date (required) | The starting date for this employee, in the format DD/MM/YYYY. | 20/09/2020 |
contract_type | The type of contract the employee has; must be one of the following:
| Fixed |
season | The season during which the employee will work; must be one of the following:
| Summer |
recruitment_type | How the employee was recruited; must be one of the following:
| R.S.E. |
joint_atr | The company with which this R.S.E. employee has a joint ATR (Agreement to Recruit). | Acme Contracting Ltd |
passport_nationality (required) | The nationality of the employee, as displayed in their passport. | Samoa |
birth_date | The D.O.B. of the employee—this is required if the employee is under 20 years old. | 02/05/1989 |
hourly_rate | The hourly rate of the employee—if this is provided, it must be equal to or more than the current minimum wage for the country which the organisation is based in. You do not need to include the currency, this is automatically determined based on your organisation’s region settings. | 22.45 |
hourly_rate_effective_date | The date from which the employee’s hourly rate is effective from in the format DD/MM/YYYY—use this if you are changing the employee’s hourly rate. | 15/01/2021 |
permission_group | The user permissions group which this employee will need—this determines which apps the employee has access to, and what they can see and/or make changes to. | Crew member |
send_activation_instructions | Whether or not this employee is sent activation instructions for their Tātou account. Enter TRUE to send instructions, or FALSE to skip this. | TRUE |
| Note |
|---|
If you are using the Bulk Import feature to update existing employees, make sure that the |
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