In this article you will learn:

  • How to bulk update fields in the employees' profiles via a CSV file

Note: Only admins have the access to this feature

How to bulk update fields in the employees' profiles via a CSV file

  1. Login to your Bizimply account

  2. Click the dropdown menu on the right-hand side of the screen

  3. Click on 'Settings'

  4. On the left side of the screen click on 'Employees'

  5. Click on 'Update Employee Profiles'

6. You can now select the dropdown 'Choose a field to update:'

7. Once you select a field to update, a blue button called 'Download Active Employee List' will appear on the right-hand side of the screen

8. Click on this blue button 'Download Active Employee List'

9. A CSV file will download

10. Open the CSV file

11. All of your active employees will be on this CSV file and the column to be updated will represent the field that you selected to update

12. You can now update the information for the employees who require an information update

13. It is important that 'Column A' is not edited. This contains a unique Bizimply ID for each employee - it is not the employee number. It allows us to identify this person within the Bizimply system

14. It is okay if you leave a field blank for some employees - the information will not be overwritten with a blank entry and will remain as it currently appears in the system

15. Don't use N/A or '-' for anyone whose information won't be updated - leave that blank

16. Once you have updated the information in the file, save it as a CSV

17. Click 'Choose File' and choose that CSV file that you have just saved

18. Click the blue 'Import' button

19. The updated information will now be in your account. If there are any errors, they will display on the screen. Update the file to correct the errors and import it again

Related Articles:

Employee Personal Settings

What is administrator access?

Employee HR Collection

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