Employee data can be imported into Netvisor in bulk using an Excel import template. This guide covers downloading the import template, filling in the data, defining cost objects, the actual import process, and handling error situations.

CONTENT

Employee data can be imported into Netvisor in bulk using an Excel import template, which the user can download from Netvisor. The desired employee data is saved in the table, after which the file is uploaded back to Netvisor, and the employees are formed in the employee listing. The import template can be used to add new employees. Please note that the import template cannot be used to update the data of already established employees.

NOTE! Employees that have already been imported once should not be deleted and re-imported, for example, to correct nationality or name. The data should be corrected in Netvisor, and you can make a support request if necessary to correct the data. Help: Editing personal data

Downloading the import template for completion

Before downloading the import template, the company's data and settings must be in place in Netvisor, as the import template picks up cost objects, hierarchy levels, and salary models from the company's data. The import template is downloaded from the company to which the employees are being imported.

Open the function by selecting Pay > Personnel > Employee listing > Employee functions > Import employees or Pay > Personnel > New employee > Import employees (2). Open the view from either of the above paths.

  1. Click the "Download for completion" button from the opened view.
  2. Save the import template to your computer.
  3. Start filling in the employee-specific data.

When filling out the Excel template, it's good to remember a few things:

  • Fill in all mandatory fields marked with an asterisk.
  • Read the help texts in the column headers for more information on saving the data.
  • Always select data from the dropdown menu when available. Only enter data in fields where there is no menu.
  • Do not copy or paste data into fields with a dropdown menu.
  • Copy the selected data for a row to the following rows by dragging. You can also copy data selected from the dropdown menu in the same way.
  • Paste data into free text fields from another Excel file, ensuring that formatting from the source file is not copied along. Do not use € or % symbols in tax card data. The formatting of fields is "Text".
  • Beware of Excel's automatic increase of numbers when copying by dragging (e.g., employee's debt account).
  • Do not edit or delete columns to avoid a failed upload.
  • Select cost objects in the columns according to cost object levels (4 columns with similar menus are available).

Example of defining a cost object

The employee wants the cost center to be "Joensuu", the project to be "car", and the work phase to be "handover".

In the Excel template, each Cost object title is visible separately in the Cost object dropdown menu:

  1. Select one row from each cost object title (cost center, project, work phase).
  2. Mark each group in its own column.
  3. Leave the remaining columns empty.

The imported Default cost object data looks like this in the Employee basic data:

Importing employees into the company

Once you have filled out the Excel, return to "Import employees" and upload your completed Excel template to "4. Find and select your saved template". Then press the "Import employees" button.

After a successful import, the program automatically opens the Employee listing function.

Possible error situations

If there is an error in the Excel, the program returns the import template containing errors. All data contained in the Excel is processed as a whole during the import, so even a single error prevents the addition of all employees in the file. The data is fully uploaded to Netvisor only when all fields are filled in correctly.

  1. Open the import template containing errors.
  2. Correct the information in the cells marked in red. The information may be incorrect, missing, or conflicting with other data.
  3. Note that the import template cannot update data of employees already in the system. If an already established employee is attempted to be re-imported, the row is highlighted in red.
  4. Save the corrected template to your computer.
  5. Start the file import to Netvisor again.

Importable data

With the mass import of employees, the following data can be imported:

  • Employee type *
  • First name *
  • Last name *
  • Nationality *
  • Personal identity code *
  • Identifier type *
  • Identifier *
  • Country that issued the identifier *
  • Gender *
  • Date of birth *
  • Business id *
  • Company name *
  • Language used by the employee*
  • Address *
  • Postal code *
  • Postal address *
  • Country *
  • Home municipality
  • Email
  • Phone number
  • IBAN
  • BIC
  • Hierarchy level * (company hierarchy in the menu)
  • Salary model (company salary models in the menu)
  • Employee number
  • Tax number
  • Employee debt account (in accounting) *
  • Payslip delivery method *
  • Subject to employer's health insurance contribution
  • Flexitime tracking started
  • Flexitime tracking start
  • Type of pension insurance *
  • TyEL
  • Unemployment insurance
  • Accident insurance
  • Group life insurance
  • Cost object
  • Pay
  • Travel
  • Tax card start date
  • Tax card end date
  • Tax card type (Netvisor-supported types in the menu)
  • Tax card basic percentage
  • Tax card additional tax rate
  • Tax card income limit
  • Income affecting the income limit
  • Key person
  • Person living in a border municipality
  • Basis of employment *
  • Date of entry into the partnership
  • Start date of employment *
  • End date of probationary period
  • Occupational title *
  • Monthly salary (pay form)
  • Hourly pay (pay form)
  • Contract pay (pay form)
  • Validity of employment
  • Type of employment
  • Part-time percentage
  • Collective agreement
  • Regular working hours
  • Method of employment
  • Salary subsidy
  • Year of introduction of the car benefit car
  • Car benefit received from abroad
  • End date
  • Reason for termination
  • Internal comment
  • Athlete
  • Performing artist
  • Shareholder status to the payer
  • Person working on the Åland road ferry
  • Person receiving salary paid by a diplomatic mission
  • Entrepreneur, no YEL or MYEL insurance obligation
  • Person receiving wages for insurance purposes under the EPPO Act

Employee basic data that cannot be imported with the import template:

  • Pay basis
  • Distraint
  • Annual leave information (accumulation rule, holiday percentage, employment condition)
  • Default approver for travel expense report

Frequently asked questions

Why can't I import the file even though there are no red-colored sections in the verification file?
The company's data has changed after downloading the import template. Download a new import template, copy the data to be imported into it, and try the import again.

Can I update the data of existing employees with this import template?
The import template can only be used to add new employees. The data of already established individuals must be corrected directly in Netvisor.


This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.