Uploading multiple employees or workers to Atlas is quick and straightforward. The steps below will guide you through how to fill out the spreadsheet and upload back into Atlas.
IMPORTANT: Granting an employee access to Atlas will automatically create an associated User profile. If you have provided an email address for the employee(s), then an activation email will be sent out to have the create their password. It is recommended that you inform your employees they will be receiving these emails, and to upload at an appropriate time to ensure they are able to sign in.
1. Go to the Employee Management Section
From the Dashboard, click on Employees > Manage from the left-hand navigation menu.
2. Start the Import Process
Click the Actions icon (...) button in the top-right corner.
Select Import Employee Data.
3. Download and Complete the Template
Click the Download Template button, which will give you the template with instructions.
Enter the information of the employees you wish to upload into the template. The following information is required at minimum:
First Name
Surname
CanLogin? (Yes/No)
HasEmail (Yes/No)
Email OR UserName (Depending on answer to previous field)
Display Language
Profile
Job Title
Location
Official Document Language
IMPORTANT: Additional columns may show as required, depending on your membership and services.
Save the edited file on your computer.
4. Import Your Data
Navigating back to the Import Employees page, click the Browse button and select your saved file.
Click Import to upload the file to your account.
5. Finalize Your Upload
On the next page, review the details of the employees to be uploaded. If there are missing details or mistakes, Atlas will highlight them in red for you to amend.
Once all required information is added and all employees are in white, click the Add button to complete the process.
If you are experiencing any difficulties with the employee upload, or if you simply require any assistance with the process, then contact the Support team and they will be happy to assist you further.