Our User Import tool helps simplify the process of adding users for your team. If this is your initial employee import and you would like additional support, connect with your onboarding consultant and they will be happy to assist you in this process.
Note: If you are an ADP Workforce Now user, ask us about how to set up an automatic user sync and Single Sign On process.
To utilize our User Import tool, please review and complete the steps below.
Step 1: Download the Template
Navigate to the “Employees” tab and locate the “User Import” button.
Then, from the “Template” tab, select the “Download Template” Button.
Step 2: Populate the Template
Within the downloaded file, be sure to add all of the necessary information for all of your employees.
REQUIRED FIELDS:
Partner ID
Email
Please note: that these required fields cannot be left blank. The import will not be successful without this information. It is critical that you DO NOT delete any columns from the template. If the column is not applicable to your import, leave it blank. Deleted columns will result in a failed import.
Here are some helpful tips to ensure all of your users are set up correctly in the template:
Partner ID - If your organization does not utilize a partner ID or employee identification number, please contact your account manager for additional support.
Name - This is how the employee’s name will appear in the system
Role - This is the access level you want to assign. Click here for more details about the user role types.
Email - Employees will use this to login as their username.
Position - The title that this user holds within your organization.
Department - The department that this user is assigned to within your organization.
Location - Identify the employee’s primary location.
User Status - Indicate if this user should be listed as Active or Inactive in the system.
Start Date - The date in which the user joined your organization.
Primary Manager - Include the direct manager of the employee. Populate this field with the primary manager’s email or partner ID.
Secondary Manager - Populate this field with the secondary manager’s email or partner ID. Only one Secondary Manager is allowed at this time.
(Please keep in mind that our system automatically allows for cascading managers to see everyone below them in the reporting structure. Click here for further explanation on the difference between Primary and Secondary Managers.)
Relocatable - Indicate if this user can be relocated.
Additional Tips:
Check for duplicates - The application does not allow for duplicate names or emails (i.e. If you have more than 1 John Smith, use a middle initial to make them unique).
Spell Check - Be sure to check spelling of names and emails.
Step 3: Import your Data!
Once your data is ready to be imported, navigate to the “Import Tool” tab and select the “Choose File” button. From here, select your file from your device.
If there are no errors in the file, a message will appear indicating that your file is ready to import. From there, two additional options are available for selection.
Send welcome email with registration instructions to new users - This option ensures that any new users added through the file import will receive a "Welcome to WorkDove" email with registration instructions. Users imported via this process do not automatically receive a welcome email, so if you want new users to get an email notification, you must select this option.
Remove 'Active' status and set status 'Inactive' for all users who are not included in CSV import sheet - Selecting this option will change the status of any existing users in your WorkDove account who are not included in the CSV file to "Inactive." Choose this option if you want to deactivate users who are no longer part of your organization or who should not have access to the system. However, do not select this option if you are simply adding new users or making updates to current user data through the CSV import.
Once you have finalized your selections, select the "Import CSV" option.
Need to individually add or edit users? Click here for quick instructions.
Step 4: Review your Import Log
After import, navigate to the “Import Logs” tab, from here you can see any errors that may have occurred during your import and also see a quick summary of records that were created, updated, and deleted.
Still need help using our User Import Tool? Contact us at [email protected]!