If you would like to import or upload employees manually, Secureframe provides a CSV upload feature to get your personnel data into the platform.
(Note: the more efficient approach to getting employees into Secureframe is using an Business Suite integration like Google, O365, or one of our hundreds of Human Resource (HR) integrations.)
In order to bulk import personnel, follow the steps below:
Navigate to the Personnel page
Click the plus sign to import personnel
In the modal, download the Excel template
Populate the template with the data for the personnel you want to import
Save the file as a CSV
Click the + sign on the image to upload a file
Select the file you want to upload
Review the data validation errors and click on the cells with issues. Either accept the proposed changes or edit them directly by double-clicking on the cell
Once all errors have been corrected click on Import
You will see a notification on the screen regarding the successful import
You can now view the personnel in the platform either in the Active or Inactive tab
Active tab will display personnel uploaded with no end dates
Inactive tab will display personnel uploaded with an end date in the past