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🚀 Getting StartedFor: HR

Bulk-import employees from Excel

Move your whole headcount in from a spreadsheet (or Tally/GreytHR export) in minutes.

Rather than typing in employees one at a time, import them in bulk from a CSV.

Import steps

  1. 1Go to App → Employees → Bulk import.
  2. 2Download the CSV template — it lists every supported column (name, email, designation, department, location, date of joining, PAN, UAN, bank details and more).
  3. 3Fill the template from your existing Excel / Tally / GreytHR export.
  4. 4Upload the file. PayCraft validates each row and shows any errors (e.g. malformed PAN/IFSC) before committing.
  5. 5Fix flagged rows and re-upload, or import the valid rows and add the rest manually.

What gets validated

  • PAN, IFSC, UAN, ESIC and phone formats are checked on import.
  • Aadhaar is stored masked for privacy.
  • Duplicate emails within your tenant are rejected.

Tip: Import core identity + salary fields first to unblock payroll, then enrich profiles (family, education, prior experience) later — those can be added any time.

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Related guides

Getting started: set up your companyCreate your PayCraft workspace and enter the company details every other module relies on.Add & maintain an employee recordCapture the rich profile — personal, family, education, experience and statutory IDs.Run your first payrollProcess a monthly run end-to-end — draft, review, approve, pay — and publish payslips.
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