Let's get started!
- Log into your My Effectory account.
- Navigate to the Employees tab.
- Go through the onboarding module and click on Start importing employees.
- Click on Upload file or drag & drop your file into the browser window.
- Choose a non-encrypted file in one of the following formats: .xls, .xlsx, or .csv with proper column headers.
Tip! Consider using .csv files, as they do not store formatting information and can help avoid formatting issues during the upload.
- Wait for the upload to complete.
> Upon completion, you will be directed to the column-matching screen.