Please note, this support document is for the new employee onboarding feature released in May 2022. This is currently only available for new customers who are in the implementation process with Roubler. For information on the legacy employee onboarding feature, please see this support document.
To speed up the employee onboarding process, you can import a list of employees and send onboarding invitations to the entire list.
Import employee information
Management > Settings > Importers > Employee invites
- Download the relevant template and populate it with the relevant employee details. You will need to include all details as per the template.
| Simple template | Full template | ||
| KeyPay AU/NZ/UK | MYOB AU/NZ | Simplepay SA/ZA | |
| First name Last name Employment type Primary location Position Commencement date Pay rule Pay level Pay amount Pay rate Pay basis Pay hours per week Reporting to Permission group Remuneration type Leave rule Primary pay type Pay group |
First name Last name Employment type Primary location Position Commencement date Pay rule Pay level Pay amount Pay rate Pay basis Pay hours per week Reporting to Permission group Remuneration type Hours per day Days per week |
First name |
First name Last name Employment type Primary location Position Commencement date Pay rule Pay level Pay amount Pay rate Pay basis Pay hours per week Reporting to Permission group Remuneration type Acknowledgement Days per week Employing entity ABN ESCT rate Has standard hours Hours per day Leave rule Optional message Pay group Pay run template Primary pay type |
- Click Next
- Upload the file CSV file by browsing or drag n drop.
- Click Next
- Manually map any field values that the system has not recognised. For example, Pablo's Kitchen on the spreadsheet exists in the Roubler system as Pablo's Kitchen & Bar. Any fields that you do not map in this step will need to be entered manually as part of the next step.
- Click Next
- Review the employee information that will be imported. If there are errors present, a warning icon will appear next to the employee's name and the fields that need addressing will be highlighted in red.
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Click Import to import the current record, or Import all to import all records without errors.
- When a record has been imported successfully, you will see a green checkbox next to their name.
- One imported, an onboarding invitation will be sent automatically to the employee.
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