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Onboard employees in bulk

Goal​

Import multiple employees and their portal logins at once, typically during initial go-live or after a reorganisation.

Option A - Employees already exist in Business Central​

Use this when employees have existing Business Central Employee cards and just need TEM enabled.

  1. From Truvio Expense Management - Overview, select Employees
  2. Click Add Multiple from the Expense Management tab in the page header
  3. In the Select Users to Add to TEM window, for each employee:
    • Confirm or set the Email
    • Confirm or create the AppsForDynamics365 login
    • Assign an Approver
    • Check the Selected checkbox
  4. Click Add TEM to Selected and confirm

Option B - Employees do not yet exist in Business Central​

Use the Copilot import to create employees from a payroll export or CSV file.

  1. From Truvio Expense Management - Overview, select Employees
  2. Click Copilot (or the import action) and attach your Excel or CSV file
  3. Copilot analyses the file and maps columns to employee fields - review the suggested mapping
  4. If the mapping is wrong, type a correction prompt (e.g. "use the first two letters of first name + last name as employee number") and click Regenerate
  5. Review the proposed employee records and click Add Employees

Bulk import portal logins​

For portal logins, use the import function on the AppsForDynamics365 Logins page:

  1. From Truvio Expense Management - Overview, select AppsForDynamics365 Logins
  2. Click the Import from file Copilot function and attach a CSV or Excel file
  3. Copilot maps the login fields - review and click Import

Example CSV format:

Username,First name,Last Name,Email
JOE,Joe,Little,joe@company.com
john@mail.com,John,Nielsen,john@company.com

After import​

Run the additional employee setup for each imported employee to set reimbursement fields (Alt. No. or Vendor No.) where required. See Add a new employee.