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Excel Import & Export

Bulk-add employees from an Excel file and export the employee list to Excel.

Overview

Excel Import & Export saves hours when you start using EvoqHR or add many people at once: upload a spreadsheet and the employees are created for you.

You can also export the employee list to Excel for sharing or analysis. CSV export remains available even when the Excel feature is off. The feature is optional and enabled by an administrator.

How it works - step by step

  1. 1Download the import template.
  2. 2Fill in your employees’ details in the spreadsheet.
  3. 3Upload the file.
  4. 4Review any row-level problems the system reports.
  5. 5Employees are created in one go.
  6. 6Export the list back to Excel whenever you need it.

Key capabilities

  • Bulk-add employees from an Excel file.
  • Download a template so your data matches the expected format.
  • Validation of rows with clear messages for problems.
  • Export the employee list to Excel.
  • CSV export stays available.
  • Role-based access to import and export.

Benefits

  • Hours saved on data entry.
  • A smooth start with existing data.
  • Easy sharing with auditors and leaders.
  • Fewer typing errors.

Who gets what

  • HR: fast setup and easy data sharing.
  • Admins: control over who can import and export.

What it replaces

  • Typing every employee by hand.
  • Copy-pasting between sheets.
  • Manual exports for each request.

Common questions

Is bulk import available by default?

It is optional and enabled by an administrator. CSV export is available either way.

What if some rows have errors?

The system reports the problems so you can fix them in your file and try again.

See Excel Import & Export in action

Import a small test file of five people first - it catches format issues before you load everyone.

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