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
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