You've got this far, well done! Now we need to add your staff into the system.
If you have a small number of staff you can add them one at a time but for 10 or more you can upload your staff.
Here's some step by step instructions. If you've already downloaded the template spreadsheet you can jump straight to Step 3.
1. Go to "Employees" and click on "Upload Employees"
2. Download the template spreadsheet
Open the file "employee_upload_template.xlsx" from your downloads folder.
3. Add staff details to the template
Mandatory fields
As a minimum we need firstname
, lasname
and email
.
Mobile
mobile
is optional but is required if you want your staff to receive SMS alerts for their rota shifts.
To add mobile numbers, prefix each number with an apostrophe followed by the international dialling code
e.g.
UK mobile numbers should start '+447
Ireland mobile numbers should start '+3538
Date of Birth
dateofbirth
is optional. To enter the Date of Birth please use the following format dd/mm/yyyy.
For users in the UK, date of birth is required if you do not wish to apply employers work place pension contributions to employees who are 22 years or under.
For more information on Employers Work Place Pension contributions please click here.
Remuneration
Remuneration fields are optional but we require these in order to estimate the cost of each shift and overall cost of the rota for budgeting.
If you don't need budgeting right now please enter 0 in each of the cells and avoid leaving them blank.
You can provide either:
a) just an hourlyrate
. Insert 0 for salary.
OR
b) gross annual salary
. Insert 0 in hourly rate.
If salary is provided we will calculate a weekly cost for that employee for each rota they work on. You do not need to do anything more.
Weekly Contract Hours
If employees have a set number of hours to work each week simply add this here.
Payroll ID
The payroll ID is the unique payroll reference that is assigned to each employee by your payroll software and appears on each employees payslip.
By adding the Payroll ID you will be able to upload the payroll report produced by Gig Grafter's time and attendance software directly to your chosen payroll software system, saving you time and streamlining your payroll processing.
4. Save as csv
Click File -> Save As
Give the file a name
Click the file type drop down list and change from Excel Workbook (*.xlsx)
to CSV (Comma Delimited) (*.csv)
5 Upload the CSV
Drag or locate your csv with the file picker.
Click "Upload Employees". Your staff will instantly appear on screen.
Now you can return to your rota dashboard and start adding relevant staff to each rota.