How to import your staff list into Nowsta

Created by Aimee Bridges, Modified on Tue, 06 Sep 2022 at 02:21 PM by Jacobus van Zyl

When transferring your staff to Nowsta, we will do most of the heavy lifting. All you need to do is download the spreadsheet at this link, fill in your staff’s information, and return the spreadsheet by emailing it to support@nowsta.com. We can typically load the staff to your account within 1-2 business days.

 

Suppose you would prefer to manually add your staff, then read this article to see how easy this process is. You can add staff in just a few minutes.

 

Best Practices

Providing a spreadsheet that includes duplicate emails or phone numbers will delay the uploading of your staff list. 

We also highly recommend that workers use a personal email address versus a work email address. 

Please do not edit any headers in this spreadsheet or add additional columns. You may need to copy and paste your data from an existing spreadsheet into this one.

Each employee must have a unique email address and phone number.

If you have a worker who already uses Nowsta with another company, make sure you use that worker's existing email address and mobile number.

  

Required Fields:

  • First name

  • Last name

  • Email address - must be unique

 

Optional Fields:

  • Mobile Number - must be unique

  • Start Date

  • Address

  • Birthday

  • Positions - to learn about positions, click here

  • Pay rates - to learn about pay rates, click here

  • Payroll ID Number 

  • Tags - to learn about tags, click here

  • Archived

If you would like some of your staff to be imported into the system as inactive, please put a "Y" next to their name in the "archived" column. 

 

What if my staff information is already on another platform?

No worries! We can help you export staff information from your existing platform. We've listed some of the most common platforms below.  

Staffmate

Please create a log-in for your current Staffmate account and send the details to support@nowsta.com. We can typically pull all of your staff information within two business days.

 

Caterease

Please review this article to view how to export a list of your staff information.

 

Quickbooks

Please open QuickBooks and click File> Utilities > Export > Timer Lists to export a Timer List file, containing your staff list. Send the saved timer list file to support@nowsta.


We’re always available to help! Please reach out to support@nowsta.com with any questions.

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