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Add, delete and update employees via spreadsheet
Add, delete and update employees via spreadsheet

Add, update, or delete employees in Figures using a spreadsheet when there is no HRIS integration.

Updated over a month ago

🍿 Tutorial video

These are the steps to add or delete your employees using a spreadsheet.
The spreadsheet update should only be used in case you can't connect to your HRIS system.

  1. Edit your spreadsheet:

    1. Add a line to add new employees and fill out the information from the columns you want to have

    2. Erase all information on a line to delete employees you no longer want to see on Figures

    3. Change any information on the line to update employees

    4. Once done, save your Spreadsheet on your computer as an XLS file

  2. Go to Account > Data & Integrations and make sure you click on the Spreadsheet tab

  3. Click on Comprehensive Employee Data Sync (this is the only way that allows you to add, delete but also edit at the same time employee data).

  4. Click on I already have a spreadsheet

    1. Select all the columns that you would like to add, delete or update. (IMPORTANT: Please don't modify the headers from your spreadsheet file.)

    2. The only mandatory column is your employee number but please add all the columns you might need.

  5. Click on Import file

  6. Select your XLS file from your computer and go through the upload file workflow

  7. Once done with the workflow, review the final confirmation

  8. Click Confirm

Please note that once your employees are deleted there is no way for Figures to recover them back. The only way is for you to add them on a spreadsheet to add them back on Figures.


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