Excel / CSV Import for Employee Details
Bulk load or bulk update employees using a spreadsheet.
Downloading the template
Go to Employees → Import and download the CSV template. Do not rename or reorder the header row.
What you can import
- New employees
- Updates to existing employees (matched on ID number)
- Bank detail changes
- Salary changes with an effective date
Validation
The importer validates every row before writing anything. If a row fails, you get a line-by-line error report and no partial import occurs.
Common errors
- Dates in the wrong format — use YYYY-MM-DD
- Amounts with currency symbols or thousand separators
- Duplicate ID numbers in the same file
More in Employee Setup
Adding Employees
Required fields, validation rules and common capture mistakes.
Migrating from Crest Payroll
Move employees, year-to-date totals and leave balances across from Crest Payroll mid-year.
Service Periods and Mixed Employment
Handle rehires, breaks in service and employees with more than one income nature.
Terminations and Final Payslips
Notice pay, leave payout, severance and the termination certificate.