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Import employees with Copilot

When setting up TEM for the first time, or onboarding a large group, use the Copilot import to create Employee Cards from a payroll export file. Copilot maps the columns automatically and prepares the records for review before creation.

Steps​

  1. From the Employees list, launch the Copilot assistant
  2. Upload a CSV or Excel file exported from your payroll system
  3. Copilot analyzes the content and maps columns to employee fields

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For example, a CSV file like this:

Employee No;Name;Email;Bank reg. No;Bank Account
1;John P. Doe;jd.company.com;1233;87119212
9;Mary Poppins;mp@company.com;8211;721231

will result in suggested employees as shown.

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  1. Review the suggested records. If the mapping is incorrect, enter a prompt and select Regenerate. For example:

    make the employee no the first two letters of first name and first two of last name

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  2. Select Add Employees to create the records

After importing​

Created employees are not yet connected to TEM. Continue with Connect to TEM to assign profiles, portal logins, and approvers.