Import employees from a spreadsheet

Import your file

1. Open Employees in the menu.
2. Click Add new at the top right, then Import. The page Import employees opens.
3. Drop your file on the page, or click Choose a file. Skileo reads Excel (.xlsx, .xls), ODS and CSV files up to 10 MB.
4. Check the columns and the rows. See below.
5. Click the button at the bottom, for example Import 25 employees.

Nothing is saved until you click this button. The page then shows how many employees were added, and See them in the employee list opens the list with only these employees.

The import has three steps, shown at the top of the page: Add, Review and Done.

Imported employees are not invited to Skileo. Invite them when you are ready. See Invite an employee to Skileo.

Prepare the file

Put the column names on the first row, then one employee per row. Each row needs:

• the gender: male or female,
• the first name and the last name,
• the e-mail address.

You can also give the phone, the date of birth, the address, city, postal code and country, the job title, the start date, the end date, the end of the evaluation period, the net and gross salaries, and the teams.

• Write dates the way you see them in Skileo.
• Give the country by its name or its two-letter code.
• Write the teams by their names, separated by commas. The teams must already exist. See Create and manage teams.

To start from the right columns, click Download the template on the first step. It downloads an Excel file with the column names.

If your workbook has several sheets, Skileo opens the one that fits best. You can choose another sheet under Sheet.

Put everyone in a team

When your company has teams, the first step shows Team for everyone. Pick one or more teams there: every imported employee is added to them, as well as to the teams named in your file.

Check the columns and the rows

Skileo matches the columns of your file with its fields from their names, in any of its languages. Click Change to match a column with another field, or to leave it out.

Each row shows Ready or Check. A row to check has the problem written in red in the cell.

• Click a cell to fix it. Skileo checks the row again.
• Click the cross at the end of a row to Leave this row out. Click Put back to bring it back.

Rows that are still wrong when you import are left out. On the last step, you can download them with the reason for each.

Employees already in your list

A row with the e-mail address of one of your employees shows Already in your database. Choose what to do with these rows:

• Skip them: they are not imported. This is the default.
• Fill their empty fields: Skileo fills in what is still empty for that employee, such as the job title, the dates, the salaries or a missing team. It never changes what is already there.

You can also choose for one row at a time.

A person who already has a Skileo account but is not your employee yet, for example a candidate, is added as your employee with their account.

Undo an import

On the last step, click Undo. You can also undo it later: open the import page again. Your Recent imports are listed there, each with See them and Undo.

Undo removes the employees the import added, as long as nobody has worked on them since. An employee whose details or contract changed, or who has a comment, a rating, time off, a timesheet, a task or a document, is kept. What the import filled in for employees you already had stays.

The employees removed don’t go to the Trash. You can undo an import for 30 days, and only once.

Common questions