Import employees to Zoho Shifts

Import employees

You can import employees in bulk using a CSV or XLSX file into Zoho Shifts, which helps you set up your team structure faster. During the import, Zoho Shifts creates employee profiles, and either maps them to existing schedules and positions or creates new ones based on the data in the file.

Before you start

To import employees for your organization, you’ll need the Administrator access level or the Add, edit employees permission enabled. Managers can only import employees to their assigned schedules.

To import employees

  1. Navigate to the Employees tab.
  2. Click More actions (•••) from the top-right corner and select Import.
  3. In the Upload file section, use the sample file format to prepare the employee list for import, then upload the file either in CSV or XLSX formats.
  4. Select Skip if you already have records for existing employees and don’t need to make changes, or select Update to replace or refresh employee details using the data in your import file.
  5. Choose Comma ( , ) or Semi-Colon ( ; ) as the file delimiter if you have uploaded a CSV file.
  6. Click Next.
  7. In the Map Fields section, fields are matched to the sample file structure. You can review the matched data or manually update any fields as you prefer.
  8. Click Next.
  9. In the Preview section, review the data to be imported, skipped, and created, along with the unmapped fields.
  10. Click Import to finalize the import process.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • 4. Add employees

                                                                                                                              You can add employees one at a time or in bulk by importing them. This section explains how to add a single employee. To import employees in bulk, refer to import employees Adding an employee Navigate to the Employees tab. Click +Add Employee. Enter ...
                                                                                                                            • Import time off balances

                                                                                                                              Import your employees' time-off balances into Zoho Shifts when migrating from another system or when you have bulk time-off adjustments to update. Before you start You'll need the Administrator access level to import balances for employees. To import ...
                                                                                                                            • Delete employees

                                                                                                                              Deleting an employee in Zoho Shifts means permanently removing their profile from your organization. When you delete an employee, their profile and associated data, such as shifts, time off, and time entries, are permanently deleted from your ...
                                                                                                                            • Invite employees

                                                                                                                              Invite employees to Zoho Shifts so they can access schedules, clock in and out, manage shifts, and set their availability. This article explains how employee invitations work, how to send invitations, and troubleshooting tips. When you add an ...
                                                                                                                            • Deactivate and reactivate employees

                                                                                                                              Deactivate employees when they leave your organization. Deactivated employees are removed from scheduling and time tracking, but their data is retained for record keeping and reporting. You can reactivate employees at any time if they return to work. ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources