Importing Employees via CSV
If you have a large number of employees, importing them from a CSV file is the fastest way to get started.
Preparing Your CSV File
Your CSV file should include the following columns:
| Column | Required | Notes |
|---|---|---|
| Name | Yes | Employee's full name |
| External ID | Recommended | Your payroll/HR ID — used for duplicate detection |
| No | Employee email address | |
| Phone | No | Phone number |
| Location | No | Must match an existing location name in FairTest |
| Department | No | Must match an existing department name |
| Job Classification | No | Must match an existing job classification name |
| Pay Type | No | Must match an existing pay type name |
| Employment Type | No | e.g., Full-Time, Part-Time, Casual |
How to Import
- Go to Employees
- Click Import
- Upload your CSV file
- Review the preview — FairTest will show you:
- How many employees will be created (new)
- How many will be updated (matched by External ID)
- Any errors or unmatched references
- Fix any issues and click Confirm Import
Duplicate Detection
FairTest uses the External ID field to detect duplicates:
- If an employee with the same External ID already exists, their record will be updated with the new data
- If no External ID match is found, a new employee is created
Common Issues
- Location/department not found — make sure the names in your CSV exactly match the names in Setup. Add any missing items before importing.
- Missing required fields — every row must have at least a Name
UKG Ready Import
If your organisation uses UKG Ready, you can import employees directly from your UKG roster instead of using CSV. See UKG Ready Integration for details.
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