How to use the 7shifts AI Employee Importer
The 7shifts AI Employee Importer allows trial accounts to upload a document containing employee information to automatically pull key details and add staff quickly. This feature creates a better onboarding experience by saving time during the initial setup of 7shifts.
Things to know
Important: This feature is only available to trial accounts for locations with no active employee user types.
- The AI Employee Importer tool can only be used once per location.
- The importer extracts first names, last names, email addresses, and phone numbers.
- The importer will not extract department or role assignments, but you can add these during the review stage.
- All staff require a valid email address to log into 7shifts.
- Managers and Assistant Managers require permissions to add employees', edit employees, and manage roles to use this tool.
- Supported file types include JPG, PNG, PDF, CSV, and XLSX with a maximum file size of 5MB.
Access the AI Employee Importer
You can access the AI Employee Importer through several workflows in 7shifts when you are ready to add team members.
- Select Add Team Members and then Import from file from the Quick Start Guide or sidebar.
- Select Add Employees and then Create New Employee from the Schedule page.
- Select Bulk add/import on the Team page.
Upload and review employee data
After navigating to the import flow, upload your employee file to begin the extraction process.
Note: If you use the Schedule page, 7shifts automatically assigns employees to your currently selected location.
- Select a location from the dropdown menu if you are using the Teams page or Quick Start Guide with multiple trial locations.
- Review the extracted first names, last names, emails, and phone numbers in the review modal.
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Assign existing roles or create new roles for your employees directly within the review modal.
- Enter any missing email addresses or phone numbers before finalizing the list.
- Select Cancel to re-upload a different document if the extracted information is incorrect.
Finalize and invite employees
Important: Once you have uploaded a file and clicked Save employees, the tool can not be used again. Further employee adds for that location can be completed by following the steps in this article: Add Employees.
- Select the checkbox for Invite employees to 7shifts via email to send invitations immediately to all staff with valid email addresses.
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Leave the invitation checkbox blank if you prefer to manually invite your employees at a later time.
- Click Save employees to finalize the data and import your staff into the location.
Note: If no role is assigned at the time of saving, 7shifts automatically assigns the employee to the first department in the account alphabetically.