{"id":2192,"date":"2024-01-13T09:33:52","date_gmt":"2024-01-13T09:33:52","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=2192"},"modified":"2024-05-14T13:22:32","modified_gmt":"2024-05-14T12:22:32","slug":"bulk-uploading-employee-data","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/bulk-uploading-employee-data\/","title":{"rendered":"Bulk Uploading Employee Data"},"content":{"rendered":"<p><strong>Make admin a little easier by bulk uploading your employees&#8217; data to the My.Drewberry system. See how it all comes together\u2026 <\/strong>\ud83e\udd29<\/p>\n<hr \/>\n<p>There are several ways to add employees to the My.Drewberry platform. You can do so by:<\/p>\n<ul>\n<li>Adding employees one by one<\/li>\n<li>Bulk uploading employee data<\/li>\n<li><a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/integrate-hris\/\">Integrating with HRIS<\/a>.<\/li>\n<\/ul>\n<p>Bulk uploading employee data is easier than ever, thanks to the CSV template we created for you. It makes the process more streamlined, so you can focus on your business goals as opposed to realms of admin tasks.<\/p>\n<p><strong>NOTE: Employee data is automatically synced to the platform if your account is integrated with HRIS.<\/strong><\/p>\n<h2>How To Bulk Upload Employee Data<\/h2>\n<p>When you\u2019re getting started on the My.Drewberry platform or have an influx of new joiners, uploading your employee data in bulk is a quicker way of getting the job done. Here\u2019s how to bulk upload your employees&#8217; data!<\/p>\n<h3>Step 1: Log Into The Admin Centre<\/h3>\n<p>Log into the My.Drewberry platform and head to <strong>\u201cAdmin\u201d<\/strong>.<\/p>\n<p><img class=\"alignnone size-full wp-image-2990\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/login-to-admin-centre.png\" alt=\"\" width=\"1427\" height=\"869\" \/><\/p>\n<h3>Step 2: Go To The \u201cManage Employees\u201d Tab<\/h3>\n<p>In the <strong>\u201cManage Employees\u201d<\/strong> tab, head to <strong>\u201cUpload \/ Update Bulk CVS\u201d<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3229\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk.png\" alt=\"\" width=\"2556\" height=\"1171\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk.png 2556w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-300x137.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-1024x469.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-768x352.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-1536x704.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-2048x938.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-480x220.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-730x334.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-580x266.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/New-Upload-CVS-Bulk-622x285.png 622w\" sizes=\"auto, (max-width: 2556px) 100vw, 2556px\" \/><\/p>\n<p>You\u2019ll then be prompted to upload a CSV file of the employees you want to add. To minimise the headache of admin, we\u2019ve designed a CSV template for you to use \ud83e\udd73<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3230\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File.png\" alt=\"\" width=\"1583\" height=\"1118\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File.png 1583w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-300x212.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-1024x723.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-768x542.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-1536x1085.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-480x339.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-479x338.png 479w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-573x405.png 573w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Upload-CSV-File-404x285.png 404w\" sizes=\"auto, (max-width: 1583px) 100vw, 1583px\" \/><\/p>\n<p>If you already have your own spreadsheet (So organised!), make sure the following columns are populated for a seamless sync:<\/p>\n<ul>\n<li>First name<\/li>\n<li>Last name<\/li>\n<li>Email address<\/li>\n<li>Occupation<\/li>\n<li>Salary<\/li>\n<li>Department<\/li>\n<li>Date of birth<\/li>\n<li>Category.<\/li>\n<\/ul>\n<p><strong>NOTE: <\/strong>The category needs to be exactly as it appears on the platform. E.g. All Staff \/ Blue Widget Company \/ EC0000039.<\/p>\n<h3>Step 3: Download The CSV Template<\/h3>\n<p>If you don\u2019t have an existing spreadsheet to work off, download our CSV template. Click <strong>\u201cTemplate CSV\u201d<\/strong> to begin the download.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3231\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button.png\" alt=\"\" width=\"1452\" height=\"765\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button.png 1452w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-300x158.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-1024x540.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-768x405.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-480x253.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-642x338.png 642w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-580x306.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Template-CSV-Button-541x285.png 541w\" sizes=\"auto, (max-width: 1452px) 100vw, 1452px\" \/><\/p>\n<h3>Step 4: Add Employee Data<\/h3>\n<p>Once your new CSV template file is downloaded, open it up on your PC.<\/p>\n<p><strong>NOTE: It\u2019s important to keep the headings at the top of the spreadsheet. This makes the data upload seamless.<\/strong><\/p>\n<p>Copy and paste your employees&#8217; details into the template. Make sure everything is nice and tidy, and lines up perfectly.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2339\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/batch-spreadsheet-gif.gif\" alt=\"\" width=\"868\" height=\"256\" \/><\/p>\n<h3>Step 5: Save The File And Upload To My.Drewberry<\/h3>\n<p>It\u2019s time to add your data to the platform \ud83c\udf89<\/p>\n<p>Make sure you save the CSV file somewhere memorable on your device. Head back to the platform and click <strong>\u201cChoose File\u201d<\/strong>. Select the file you recently saved and select <strong>\u201cUpload File\u201d<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3232\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload.png\" alt=\"\" width=\"1264\" height=\"686\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload.png 1264w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-300x163.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-1024x556.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-768x417.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-480x261.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-623x338.png 623w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-580x315.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Choose-File-And-Upload-525x285.png 525w\" sizes=\"auto, (max-width: 1264px) 100vw, 1264px\" \/><\/p>\n<p>After uploading the file, we\u2019ll do a quick check to make sure everything is ready for a successful sync.\u00a0If you can see a handful of green ticks, nice job the headings have synced.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3234 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473.png\" alt=\"\" width=\"872\" height=\"644\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473.png 872w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-300x222.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-768x567.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-480x354.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-458x338.png 458w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-548x405.png 548w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/01\/Batch-Check-Green-Ticks-e1715255424473-386x285.png 386w\" sizes=\"auto, (max-width: 872px) 100vw, 872px\" \/><\/p>\n<p>We\u2019ll then process the data for you. You\u2019ll receive an email when the data is ready. Once successfully uploaded, employees will appear in the current employees section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3001\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing.png\" alt=\"\" width=\"2560\" height=\"1178\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-300x138.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-1024x471.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-768x353.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-1536x707.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-2048x942.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-480x221.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-730x336.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-580x267.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/04\/Data-Processing-619x285.png 619w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h4>Missing Information? \ud83e\uddd0<\/h4>\n<p>If you miss out salary, address, or employee category, for example, a task is automatically generated within the platform for you to update this information. Without certain bits of information (all the important bits), the employee won\u2019t be added to their benefits.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Make admin a little easier by bulk uploading your employees&#8217; data to the My.Drewberry system. See how it all comes together\u2026 \ud83e\udd29 There are several ways to add employees to the My.Drewberry platform. You can do so by: Adding employees one by one Bulk uploading employee data Integrating with HRIS. Bulk uploading employee data is &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[54,55],"class_list":["post-2192","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration","article-tag-administration","article-tag-administration-starter"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=2192"}],"version-history":[{"count":15,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2192\/revisions"}],"predecessor-version":[{"id":3460,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/2192\/revisions\/3460"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=2192"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=2192"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=2192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}