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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Field Name | Purpose | Example | ||||
|---|---|---|---|---|---|---|
status | Whether the employee will be active (available for work) or inactive (hidden from the default employee list and not assignable to jobs.) | active | ||||
staff_id (required) | A unique identifier for the employee - this should match their ID in your payroll provider’s system
| BI2020 | ||||
first_name (required) | The first name of the employee. | Benji | ||||
last_name (required) | The last name of the employee. | Iosefo | ||||
nickname | The nickname of the employee. | Ben | ||||
gender | The gender of the employee. | male | ||||
birth_date | The date of birth for the employee—this is required if the employee is under 20 years old. Must be in the format YYYY-MM-DD. | 1970-01-01 | ||||
username | The username the employee uses to log in to Tātou Field or Tātou Office. | biosefo678 | ||||
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 | ||||
phone_number | The employee’s contact phone number | 021555555 | ||||
current_employment_period_job_title | The employee’s job title. | Crew member | ||||
current_employment_period_contract_type (required) | The type of contract the employee has; must be one of the following:
| Fixed | ||||
current_employment_period_recruitment_type | New Zealand recruitment types:
| Australia recruitment types:
| Working Holiday Visa (New Zealand) Working Holiday Maker (Australian) | |||
current_employment_period_start_date (required) | The start date of their employment. Must be in the format YYYY-MM-DD. | 2020-09-20 | ||||
current_employment_period_season | The season during which the employee will work; must be one of the following:
| Summer | ||||
default_tag | The employee’s tag number, if using Tag & Track. Must be a number between 0000 and 9999. Leading zeroes will be automatically populated if missing. | 0058 | ||||
atr_number | The number of the most recent ATR (Agreement to Recruit). | |||||
atr_expiry | The expiry date of the most recent ATR (Agreement to Recruit). | 2020-11-20 | ||||
atr_partner | The company with which this RSE or PALM employee has a joint ATR (Agreement to Recruit). | Acme Contracting Ltd | ||||
health_number | The employee’s national health number. | |||||
health_insurance_number | The reference number of the employee’s health insurance. | |||||
health_insurance_expiry | The expiry date of the employee’s health insurance. | |||||
passport_number | Number as shown on the employee’s passport | ABC1234567 | ||||
passport_expiry_date | Expiry date on the employee’s passport. Must be in the format YYYY-MM-DD. | 2030-01-01 | ||||
passport_nationality (required) | The nationality of the employee, as displayed in their passport. Can be the full country name or the 3-letter ISO code. A searchable list of standard ISO country names can be found here: https://www.iso.org/obp/ui/#search. | Samoa WSM | ||||
current_employment_period_visa_expiry_date | Expiry date of the employee’s visa. Must be in the format YYYY-MM-DD | 2028-01-01 | ||||
current_employment_period_visa_number | Number as shown on the employee visa | QRS-123456 | ||||
bank_number | Bank account numbers. Must be a valid New Zealand or Australian bank account number. | 12341234567123 | ||||
tax_number | Employee’s tax code (ie IRD number for New Zealand, or TFN for Australia) | 111222333 | ||||
tax_code | Tax code as per the employee’s tax code declaration. | M | ||||
payment_frequency | Frequency of bank payments. Must be one of:
| weekly | ||||
driver_licence_number | Number as shown on the employee’s driver licence | AB123456 | ||||
driver_licence_expiry_date | Date of expiry of the employee’s driver licence. Must be in the format YYYY-MM-DD | 2030-01-01 | ||||
driver_licence_country | Country as shown on the employee’s driver licence | Samoa | ||||
primary_role (required) | The primary 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. Do not include the primary role in this column. | Machinery | ||||
current_employment_period_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 | ||||
current_employment_period_hourly_rate_effective_date | The date from which the employee’s hourly rate is effective from—use this if you are changing the employee’s hourly rate. This date must be the current day or a future date. Must be in the format YYYY-MM-DD. | 2024-01-01 | ||||
current_employment_period_topup_to_hourly_rate | Whether to use the Employee’s personal hourly rate as the top-up threshold. If FALSE, the Organisation minimum hourly rate will be used. | TRUE | ||||
current_employment_period_agreed_hours_min | Number of agreed MINIMUM hours per pay period | 30 | ||||
current_employment_period_agreed_hours_max | Number of agreed MAXIMUM hours per pay period | 40 | ||||
current_employment_period_workload_topup_ | to_agreed_hourstype | Whether to top-up the pay period’s hours worked, earnings, or not at all. This ensures the | Employee will be paid for their agreed hours as a minimum. TRUE or FALESPay Period includes agreed values in assigned workload calculations. | none, agreed_hours, or agreed_earnings | ||
current_employment_period_workload_period_start_date | The start date of the Pay Period in which an Employee’s hours are to be assessed. This value must be related to your Organisations set Pay Period dates, can be back dated, and can fall in the middle of a fortnightly pay period if an Employee starts in the 2nd week of the pay period. | 2024 -01-01 | ||||
current_employment_period_workload_period_duration | The number of weeks during which an Employee’s minimum hours OR earnings are assessed. This value will default to | 1 = weekly 2 = fortnightly 3 = every 3rd week 4 = every 4th week | ||||
current_employment_period_topup_to_agreed_hours_ costing_code | Costing code to apply to any agreed hours top-up earnings during Payroll reporting. | Agreed_Hours | ||||
current_employment_period_minimum_earnings | Minimum total earnings the employee should earn per week. When below this threshold, the employee will earn a “Minimum Earnings Top-up” of the difference. | 800 | ||||
untracked_by_default
| Examples of TRUE if:
| Examples of FALSE if:
| FALSE (default value if no value entered) | |||
groups | Comma-separated list of Groups this Employee belongs to. Groups will be created if they do not already exist. | Vanuatu A,Second year | ||||
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 | ||||
division | The name of the division to add the employee to. If it doesn’t exist, it will be created. | South Island | ||||
subdivision | The name of the subdivision to add the employee to. If it doesn’t exist, it will be created. | Marlborough | ||||
division_private | Whether this record should be hidden from lower divisions. Defaults to | TRUE | ||||
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 | ||||
current_employment_period_condense_payroll | TRUE or FALSE | |||||
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