Importing employees via CSV
Bulk-import your workforce in minutes. VipraGo validates the file, creates accounts, assigns roles and managers, and sends secure invitations.
Prepare the file
- Download the template from Employees → Bulk Import (column headers matter; order doesn't).
- Required: first name, last name, work email, role. Recommended: department, designation, location, manager email, date of joining.
- Roles: admin (full access), manager (team scope), member (self scope). When unsure, choose member — you can promote later.
Upload & validate
- Upload the CSV. VipraGo checks for duplicate emails, unknown managers, and malformed rows before anything is created.
- Fix flagged rows in the preview (or re-upload) — valid rows are never blocked by invalid ones.
Invitations & activation
- Each imported person receives an email with a time-limited password-setup link.
- Accounts start as “invited” and become “active” on first login; you can resend or revoke invitations from the employee list.
Tips
- Import managers before (or in the same file as) their reports so reporting lines resolve.
- Migrating from another HRMS? Most platforms export an employee CSV you can map to the template in one pass.
FAQ
- What happens if an email is wrong?
- The invitation simply isn't deliverable — correct the address on the employee profile and resend. No data is exposed.
- Can employees exist without logins?
- Yes — keep them in “invited” state. With per-active-login pricing, non-logging employees cost nothing.