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Settings
Staff list
Export the employee list from your HR system and drop it here. You’ll see who’s new, what changed, and who’s no longer in it, and only what you tick is saved to the Staff Roster. The directory, org chart, schedule, and reminders all follow the roster.
1. Add the employee export
What to export
One row per employee with name, work email, job title, department, supervisor (name or email), hire date, work phone, and status. Save it as CSV. Column names don’t need to match; you can fix any that weren’t recognized. Leave out pay, Social Security numbers, and home addresses: they aren’t needed and aren’t read.
New hires: people added here skip Hire someone, so they get no onboarding checklist or account setup. Use Hire someone for new people, and this to keep the list in line.