How do I upload employee data to Remote HRIS?

Once your company structure and settings are configured, you’re ready to upload your team data. This step lets you add all your team members to the platform - including their job details, salaries, and more.

This guide walks you through preparing your file, uploading it, and what happens next.

1. Download and prepare your CSV file

Remote uses a standardized CSV format to bulk upload team member data.

Start by downloading the correct CSV template directly from the platform. This ensures that all the required fields, including any custom fields you've set up, are included.

To download the template:

• Go to Team > Onboarding.

• Click “Add multiple hires” at the right top.

  

• You’ll be asked a few simple questions — when prompted, select My company’s entity (for employees hired directly by your company).
• Click Download CSV template.

The file will automatically download to your device.

👉 Review the formatting guide:

How to format your CSV file when bulk adding employees hired by your company

2. Fill out and upload your employee data

Open the downloaded CSV file and enter the information for each team member you want to add. Make sure to follow the formatting guidelines to avoid upload errors.

💡 Tip: If you’ve added any custom fields (like cost center or internal ID), you’ll see them in the template — be sure to complete those too.

When your file is ready:

• Return to the “Add multiple hires” flow.
• Again, select “My company’s entity”.
• Before uploading, you’ll see a checkbox labeled “Invite employees immediately” — this is enabled by default. If you’re not ready to invite team members yet, be sure to uncheck this box to avoid sending invitations by mistake.
• Choose Upload CSV.
• Drag and drop your file, or click to browse.

You’ll see a preview of your data and be asked to confirm the field mapping. If any errors are found, you can fix them immediately or choose to continue with the team members who are ready.

💡 Tip: Upload your data early — even if you’re not ready to invite your team. This gives you time to review everything before launch.

3. Review and confirm the upload

Once your data passes validation:

• Review each entry in the preview.
• Confirm and complete the upload.

You’ll see all uploaded team members in Team > Onboarding. No one will be invited until you take action in the next step.

4. Invite team members (optional)

You control when to invite team members — either immediately after upload (if you chose the “Invite employees immediately” option) or later when you're ready to go live.

To send invitations after import:

• Go to Team > Onboarding.
• Select the team members you want to invite.
• Click Send invite. One by one or in bulk.

Each person will receive an email asking them to join Remote and complete a short onboarding checklist.

5. What team members will see

Once invited, team members they will need to do self-onboarding and fill in the essential info: Name, Address, Emergency Contact, etc.

After they complete self-onboarding they will be able to:

• Log in to the Remote platform.
• View and update their personal and job details.
• Submit time off requests and expenses.
• Register their time (if time tracking is enabled).
• Access and upload personal documents.
• View the Org Chart to understand reporting lines.
• Use the Remote mobile app.

💡 Note: Some features may vary depending on your company’s Remote HRIS setup — such as time tracking, performance tools, or other add-ons that might be enabled in your plan.

6. Send a reminder (if needed)

If a team member hasn’t accepted their invitation, you can send them a reminder directly from the onboarding list.

To do this:

• Go to Team > Onboarding.
• Find the team member with the ‘Awaiting sign up’ status.
• Click the three dots (⋯) next to their name.

• Select Send reminder. One by one or in bulk.

  

Next step:

👉 How do I train my team before going live with Remote HRIS?