Everee supports the ability to add multiple workers to your account by uploading a CSV file. This feature is great for new clients or those which are growing rapidly.
Note: this functionality must be turned on for your account. If you are interested please contact firstname.lastname@example.org
Downloading the template
With this feature admins will be able to select who they are wanting to add and how those individuals create their profiles. Since there are different requirements based on the worker type we provide different kinds of downloads. Also, we allow workers to complete the profile (recommended) or you can provide all of the information necessary to make the worker payable.
UPLOADING A FILE
If the account has this feature enabled admins will see an option to “import workers”
Next, users will see the starting screen where they can download the template or upload a completed template.
We will next validate the file. First we will validate the header columns are correct and then we'll validate the data in the file.
If there are errors you will need to fix the original CSV file and re-upload it. If the file passes validation then we will provide a simple confirmation of what is about to happen and once uploaded we'll show a success message.