To get started, you will need to import your employee data into your account.
Don't panic! You do not need to add each of your employees individually.
Instead, we have provided you with a handy spreadsheet which you can fill out with as little or as much information as you like.
You can access the spreadsheet at any time by clicking Employees > Add New > Multiple Employees
When filling out the spreadsheet it will ask you to fill out the employees name, email address and their join date. The rest of the fields are optional, so you can fill out as much or as little as you like. Just to note that the spreadsheet is case sensitive, so we have provided you with some handy guidance notes on the first tab of the spreadsheet.
Please bear in mind that the import process is designed as a one off upload of employee data. If you don't upload some data in the initial import - you can't go back later and update data for employees already in the system. You can however add new employees at a later date through this import process.
Errors with the Import Process
Are you taken to a blank screen which just says import/export report?
Here is a list of the most common problems when importing employee data:
Case sensitive fields
The import spread sheet is sensitive to upper case and lower case letters. The guidance notes state how certain fields should be populated. For example - the current status of an employee must have a capital 'C' for Current and all lower case for employee: Current employee (this one catches quite a few users out!)
Employees already in the system
You can't use the import spread sheet to update details of employees who are already in the system. This includes the admin user of the account. If you set up the system you would have been automatically added to the system as an employee and therefore your information should not appear on the import spread sheet. You will need to manually enter the rest of your own data. The email address has to be unique so employees can't be in more than one system nor can a generic email which more than one person is using be entered i.e firstname.lastname@example.org can't be used for more than one employee.
The first name, last name and email address fields are required for all employees. If these haven't been filled in for all employees - the import won't work.
Too many employees
If you are on the starter plan which allows for up to a maximum of 20 employees but you are trying to import 36 employees - the import process won't work. To check the plan you are - go to settings > account settings > change plan
Old version of the import spread sheet
When we make enhancements to the system - the import spread sheet is sometimes tweaked too. If you have downloaded and saved a copy of the spread sheet and populated it and then try and import but find it doesn't work - you should try downloading the spread sheet again from your breathe account and populating the new spread sheet with your data.
If the email addresses are in blue and underlined, this will mean that they are hyperlinked. You will need to remove these by right hand clicking the field and remove hyperlink
File save type
The spreadsheet needs to be saved as excel workbook 97-2003.