Bulk Editing, Import and Export

When you are managing a whole team, editing people one at a time is slow. The Team module lets you import employees in bulk, edit everyone’s data in a single grid, and export member lists and bank details for payroll or reporting.

This article covers the bulk tools in the Manage menu and where to find export options across Growee. These actions are aimed at admins and HR.

Open the Team module and click Manage to reach the bulk options:

Import from Excel to add employees in bulk.
Bulk update members to edit team data in an inline grid.
Export members to download the current list.
Export bank information to download payroll bank details.

Import from Excel

Use Import from Excel to add many employees at once instead of filling in the create form for each person. This is the fastest way to onboard a team during setup. For the one-at-a-time flow, see Adding Employees.

Bulk update members

Bulk update members opens an inline-editable grid of all your employee data, similar to working in a spreadsheet. You can update many fields across many people in one place and your changes save as you go.

The bulk edit grid with employee data in editable cells

This is useful when you need to correct or update the same kind of information across the team, such as positions, capacities, or rates, without opening each profile.

Export members and bank information

From the same Manage menu you can export the team:

Export members downloads the current member list, respecting any filters you have applied.
Export bank information downloads the bank details used for salary payments.

Exporting other lists

Bulk export is not limited to the Team module. Many other lists in Growee have their own Export to Excel or CSV buttons for the data they show. For leave data specifically, see Exporting Leave Data.

Bulk Editing, Import and Export

The Manage menu

Import from Excel

Bulk update members

Export members and bank information

Exporting other lists

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