Add Employees Via Census Upload - Knowledge Base | BerniePortal

Adding Employees via Census Upload

Use the employee census spreadsheet to add multiple employees at once from the Employees list. For a single new hire, see How to Add a New Hire.

Who can import employees

Employers can import from Employees → List. Feature Admins can import when they have access to Onboarding for that employer. Global Admins who are working as the employer use the same employer steps.

To upload employees via census spreadsheet:
  1. Go to Employees in the top navigation, then open List.
  2. Select Import employees.
  3. In the Import dialog, select Download to get the employee template. You must use this template, or the import will not work.
  4. Complete the spreadsheet. Follow Completing and Formatting the Employee Census for required columns and formatting.
  5. Under 3. Upload your data., select your completed .xls or .xlsx file (maximum 2 MB).
  6. Select Import.
When the import succeeds, BerniePortal creates the employee accounts and shows a confirmation message such as "1 user is created." or "N users are created."

If you use Benefits and are opening your first open enrollment, upload the census before that enrollment opens.

A census template and a completed test-employee example are attached to this article.

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