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.
Fill in the template in your spreadsheet app and save it as a .csv file.
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 rows that are missing a required field and flags columns where a recommended field is empty. You can still continue, but highlighted rows may fail.
Click the "Import Rows" button (it shows how many rows you're importing) 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.
What each import needs
Employees — required: Last Name, Date of Birth, Start Date, and a home address (Residence Line 1, City, State, Postal Code). You can also add First Name, Email, SSN, payment method, and W-2 electronic consent.
Contractors — required: Last Name and an address (Address Line 1, City, State, Postal Code). You can also add First Name, Email, Start Date, individual-or-business type, and a workplace.
Compensation (pay rates) — required: Employee ID and Amount. Each rate is matched to an existing employee by their Employee ID. You can also add a Description, Effective Date, and rate type.
Post-tax deductions — required: Employee ID, Description, and Amount. Each deduction is matched to an existing employee by their Employee ID. You can also add an Effective Date and mark it recurring.
Note: Compensation and post-tax deduction imports match each row to an existing employee by their Employee ID, so add or import your employees before importing their pay rates or deductions.