Go to People from the sidebar.
Click "Bulk import" in the top right, then choose what to import: Employees, Compensation, Post-tax deductions, or Contractors.
On the Template step, click "Download Template" to get a CSV with the exact columns for that import. Columns marked with an asterisk (*) are required. The rest are optional and can be left empty.
Fill in the template in your spreadsheet app and save it as a .csv file. For Compensation and Post-tax deductions, each row needs the Employee ID of someone you already added. Open the employee from People and copy the ID at the end of the web address of their profile page. It starts with "emp_".
Click "Next" to reach the Upload step, then drag your CSV into the drop area or click it to browse and select your file.
Review the Preview. Freedom highlights empty cells in required columns. Click "Back", fix those in your spreadsheet, and upload the file again, because a row with an empty required value fails and isn't imported. The preview also counts empty "recommended" cells, which never stop an import. For Employees, those are First Name, Email, SSN, Payment Method Preference, Active, and W2 Electronic Consent. The preview checks only some columns, so rows that look fine can still fail.
Click the button labeled with your row count (for example, "Import 12 Rows") to bring the records in. When it finishes, you'll see how many imported successfully, and you can open "Show error details" to see the row, field, and reason for anything that failed. Rows that pass are imported even when others fail, so fix and upload only the failed rows.
What each import needs
Employees. Required: Last Name, Date of Birth, Start Date, Residence Line 1, City, State, and Postal Code. Optional: First Name, Middle Name, Termination Date, Workplace 1 ID, Workplace 2 ID, Workplace 3 ID, Primary Workplace, Email, Residence Line 2, SSN, Payment Method Preference, Active, and W2 Electronic Consent. The workplace columns take workplace IDs, and Primary Workplace is the ID of their main workplace. To find one, open the workplace from Workplaces and copy the ID at the end of its web address.
Contractors. Required: Last Name, Address Line 1, City, State, and Postal Code. Optional: First Name, Middle Name, Business Name, Date of Birth, Start Date, Termination Date, Email, Address Line 2, SSN, EIN, Payment Method Preference, 1099 NEC Electronic Consent Provided, and Type.
Compensation (pay rates). Required: Employee ID, Amount, and Period. Period is the rate type: hourly, annually, or piece. Optional: Name, a label for the rate. Each rate is matched to an existing employee by their Employee ID.
Post-tax deductions. Required: Employee ID, Description, and Effective Start. Optional: Employee Name, Effective End, Miscellaneous Amount, Miscellaneous Percent, Miscellaneous Total Amount, Miscellaneous Annual Limit, Child Support External ID, Child Support Agency, Child Support Issue Date, Child Support Amount, Child Support Max Percent, and Managed. There is no plain Amount column. For a regular deduction, enter a Miscellaneous Amount or a Miscellaneous Percent, not both, and leave every Child Support column empty, because any value there makes the row a child support deduction. Each deduction is matched to an existing employee by their Employee ID.
Formats: Write Date of Birth and Start Date as YYYY-MM-DD. An SSN is 9 digits, with or without dashes. An EIN is written XX-XXXXXXX. Payment Method Preference is "direct_deposit" or "manual", and the app shows "manual" as "Off-platform". For what that means, read Pay a worker off-platform. Type is "individual" or "business". Active, W2 Electronic Consent, 1099 NEC Electronic Consent Provided, and Managed take yes or no. Active counts as yes if you leave it empty. Only Last Name is required for a person’s name, so First Name can be empty.
Note: Compensation and post-tax deduction imports match each row to an existing employee by their Employee ID, so add or import your employees first. Importing doesn't send invitations. To invite people you imported, select them on the People page and choose "Invite to app" from the Actions menu. The "Bulk import" button isn't shown on phone-width screens, so use a computer or a wider window.