Watch how to import a group's employees and their dependents from a spreadsheet, and how to update the employees who are already in NextAgency.
In this video:
- Building the spreadsheet: one row per person, with each dependent directly under their employee
- Starting a New import from the group's Employees tab and mapping the headers
- Checking the new employees and their dependents after the import completes
- Updating current employees with an Existing import from Case Imports
- What happens when a name doesn't match anyone in the group
Prefer to read? See Importing New and Existing Employees with Dependents.
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