The new employee import tool is a great way to get up and running with an app that was already, well, really easy to get up and running.
Instead of adding employees one-by-one, Kin now gives you an Excel template to download, populate, and then upload back into Kin. Once the employee profiles are imported, you can review and spot check the data and add the imported employees to time-off policies and files, all before actually inviting them to sign in to Kin for the first time.
Here’s how it works:
1. Visit the Manage Team page, and click “Import Employees” in the top right corner. Download the Excel template to get started.
The new and improved Import Employees page
2. Open the Excel template, populate a few required fields, then add additional data as you like. Kin will include any custom fields you’ve created in your account so you can pre-populate those too.
Populate the Employee Import spreadsheet in Excel
3. Once you’ve collected all of your data in the Excel file, upload it back into Kin. Kin will let you know whether the data is valid or if you need to make some tweaks. If there’s any error, an annotated Excel file will automatically download, pointing out the data that needs to be fixed. If this happens, you can choose to import all employees with correctly formatted data, or continue the cycle until everyone’s data has passed muster.
Kin lets you know if your data is formatted properly.
4. Once you’ve successfully imported your employee’s data into Kin, you can choose to send invitations to anyone or everyone in just a few clicks. Or, you can go off and spot check a few profiles first to make sure everything looks good. Your choice. The “Invite Employees” feature will be available whenever you’re ready. Note: your account isn’t charged for any employees until they’ve actually signed in to Kin, so take as much time as you need.
Send all the invites when you’re ready.
We’re excited to make you and your team’s lives that much easier. As always, you can still add employees one-by-one, but this should be a huge time saver for anyone looking to get their whole team into Kin quickly.