Nowsta can upload and import your full staff list to the platform for you, saving you the time and hassle of having to manually key in information for each member of staff! All you need to do is follow the guide below and return the spreadsheet by emailing it to email@example.com. We can typically load the staff to your account within 1-2 business days.
If you would prefer to add your staff manually, please read this article to see how easy this process is. You can add staff in just a few minutes.
For Nowsta to be able to upload and import your staff list for you, we require the file to meet some specific requirements. This Staff List file can be created by your company using the following guide.
Staff List Guide
Please ensure that the Staff List is downloaded and created using this template so that it is in the correct format for importing into the system: Staff List Template blank
To download the template you will need to go to File > Download > Comma Separated Values (.csv)
Please see this example template for further reference: Staff List Template Example
Once you have this blank template downloaded you can begin adding in your staff information in the correct columns. Please do not make any changes to any of the column headers or formatting and see the Best Practices for a Staff list below.
Each employee must have a unique email address and phone number.
We highly recommend that workers use a personal email address versus a work email address so that they will always have access to their accounts should they need to reset a password etc.
If you have a worker who already uses Nowsta with another company, make sure you use that worker's existing email address and mobile number.
Please see the list below of required and optional fields, Nowsta can import any of this information for you if it is filled in in the correct column.
Please do not edit any headers in this spreadsheet or add additional columns.
Position numbers have no hierarchy in the staff list import. Positions will always display in alphabetical order on the app, so they can be added in any order as long as each column is only associated to one position. i.e Position 1 is all your Chefs, Position 2 is all Servers. Please ensure the Position names align exactly with those in your integration if one is used, including capitalization and punctuation.
E.g. your Staff List should look like this:
and NOT like this:
These fields must be filled in for the worker to be imported:
Email address (must be unique)
These are optional fields but we highly recommend filling in as much information here as possible to save yourself having to add this information per worker at a later stage:
Mobile Number (must be unique, please don’t include any punctuation or symbols)
Nickname (if a worker commonly goes by a different/shortened version of their name. Please note that this NickName will display across the Nowsta platforms and on all reports)
Country (If US, can leave empty)
Tax Status (If employee is 1099, value is "ten99". W2 value is "w2")
Birth Date (Format for dates is YYYY-MM-DD)
Start Date (Format for dates is YYYY-MM-DD)
Positions (Position numbers have no hierarchy in the staff list import. Positions will always display in alphabetical order on the app, so they can be added in any order as long as each column is only associated to one position. i.e Position 1 is all your Chefs, Position 2 is all Servers. Please ensure the Position names align exactly with those in your integration if one is used, including capitalization and punctuation. )
Payroll ID Number
Level (1-9 or blank for no level)
Coordinator (If an employee should be coordinator, the value is "Y". Otherwise, the value is "N" or blank.)
Tag (none of these should be expiring tags, they can be filled in as below)
Expiring Tag (if the tag has an expiration date, please only fill in as expiring tag with date)
Archived (If you would like some of your staff to be imported as inactive, please put a "Y" )
Org Unit Name (adds the worker to this org unit)
What if my staff information is already on another platform?
No worries! We can help you export staff information from your existing platform. We've listed some of the most common platformsbelow:
Staffmate allows you to export a .csv file of your Staff that you can use to complete your Staff List for Nowsta.
Please review this article to view how to export a list of your staff information.
Please open QuickBooks and click File> Utilities > Export > Timer Lists to export a Timer List file, containing your staff list.
We’re always available to help! Please reach out to firstname.lastname@example.org with any questions.
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