Onboarding Group Employee Upload Guide

OVERVIEW

This purpose of this document is to provide guidance on adding a group of employees via file upload.

POPULATE & SAVE THE .CSV TEMPLATE

  • In order for the employee information to be processed correctly, the template headers must not be altered. All fields must be provided in order to process the information

  • Email Addresses will be checked for format errors

  • User Names must be at least 4 characters long and can contain only letters, numbers, and underscores User Names must be unique for all employees. 

LOG IN TO ONBOARDING.CERTIPAY.COM AS YOUR HR ADMIN ACCOUNT

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ONCE YOU HAVE SUBMITTED, THE ACTIVATION EMAILS WILL BE SENT OUT TO YOUR NEW EMPLOYEES INDIVIDUALLY AND YOU CAN MOVE FORWARD IN THE ONBOARDING PROCESS!