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 from the Bulk action menu 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.
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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.