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How do I bulk upload/update workers?

This article will guide you through using the bulk upload feature to efficiently add multiple workers at once. It’s perfect for scenarios where you need to add several workers quickly and save time.

Step 1. On the Workers page, click on the three-button icon on the upper right side of the screen

 

Step 2. Click the "Bulk Upload Workers" option

 

Step 3. Download the template

 

Step 4. Fill in the columns with the workers' information (required fields: First Name, Last Name, and Phone number). In case you want to enable their mobile app, kiosk, or disable geofence, type "Yes" ; if left blank, the system will recognize their permissions are off. Be sure to save the file in .csv or .xls

Important: Please ensure that you use the template exactly as provided. Using a different template or removing any columns may cause an error when uploading the file, preventing the information from being successfully processed and reflected in the system. 

 

 Step 5. Upload the file by clicking the "Browse Files" button. Select whether the file should only create new workers or create and update existing workers, then click "Upload" to confirm.