Management settings - Bulk import employee information for onboarding invitations - new

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

1. Download the relevant template and populate it with the relevant employee details. You will need to include all details as per the template.
   
   

   Basic Template			Full Template
   KeyPay AU/NZ/UK	MYOB AU/NZ	Simplepay SA/ZA
   First name	First name	First name	First name
   Last name	Last name	Last name	Last name
   Email	Email	Email	Email
   Employment type	Employment type	Employment type	Employment type
   Primary location	Primary location	Primary location	Primary location
   Position	Position	Position	Position
   Commencement date	Commencement date	Commencement date	Commencement date
   Pay rule	Pay rule	Pay rule	Pay rule
   Agreement	Agreement	Pay level	Agreement
   Pay level	Pay level	Pay amount	Pay level
   Pay amount	Pay amount	Pay rate	Pay amount
   Pay basis	Pay basis	Pay hours per week	Pay basis
   Pay hours per week	Pay hours per week	Reporting to	Pay hours per week
   Reporting to	Reporting to	Permission group	Reporting to
   Permission group	Permission group	Remuneration type	Permission group
   Remuneration type	Remuneration type	Payroll settings	Remuneration type
   Probation Period	Hours per day	Pay group	Probation Period
   Probation Date	Days per week		Probation Date
   Leave rule			Payroll settings
   Payroll Setting			Acknowledgement
   Primary pay type			Days per week
   Pay group			Employing entity ABN
   Hours per day			ESCT rate
   Hours per Week			Primary pay type
   			Anniversary date
   			Attachment
   			Employee Entity
   			ESCT
   			Optional Message
   			Has standard hours
   			Hours per day
   			Leave rule
   			Optional message
   			Pay group
   			Pay run template
   			Primary pay type

1. Click Next
2. Upload the file CSV file by browsing or drag n drop.
3. Click Next
4. 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.
   
5. Click Next
6. 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.
   

7. Click Import to import the current record, or Import all to import all records without errors.

   

8. When a record has been imported successfully, you will see a green checkbox next to their name.
   
9. One imported, an onboarding invitation will be sent automatically to the employee.