SeaTalk features revolve around your employees. If you’ve an existing base of employees that aren’t in SeaTalk, you can import them to SeaTalk. You can also import new information to update existing employees.

If you don't want to do an import, you can always add and edit your employees manually or invite them to join you on SeaTalk.

Permissions needed

• Employee: Import permissions

Import new employees

To import employees not currently in SeaTalk:

• In the SeaTalk Admin Center, navigate to Organization.
• In the upper right, click the Batch Import / Export dropdown menu and select Import.
• In the Step 1 section, click Download Template. This will prompt a download of a .XLSX file.

• Open the file and enter the employee information you want to import to SeaTalk:
• The first row under the columns is an example of the information to enter. You should delete this row or it may be imported to your organization.
• You must enter information under the red headers for an employee to be imported. You can view a department code under the department name in Organization.

• To view more import guidance for each black header, view the specific comment attached to each header.
• For the Job Title, Office, Payroll Company, and Rank columns, ensure that the information you enter matches the options created.

• Once done, save the file and upload it in the Step 2 section. You can drag the file to the area or click Browse and select the file.

• In the bottom right, click Import.

Once the import is completed, a dialog box will display, showing you the number of successful imports and failed imports.

You can view data on the failed imports by clicking Click to download failed data in the dialog box.

Import to update existing employees

To update employees currently in SeaTalk:

• In the SeaTalk Admin Center, navigate to Organization.
• In the upper right, click the Batch Import / Export dropdown menu and select Import.
• Click the Update Existing Employees tab.

• To download the import template file:
• In the Step 1 section, click Select & Export Employees.
• In the dialog box, on the left, select the checkboxes next to the departments or specific employees whose balances you want to import. They will be included in the exported template.
• To locate employees in a sub-department, locate its parent department and click Subordinate to its right. You can select the checkboxes next to the sub-department or specific employees. 
• To locate a department, sub-department, or specific employees, use the search box and enter the name of the department, sub-department and employees.
• In the right panel, you can click the cross icon to deselect a department or specific employees. 
• To reverse all changes, click Unselect All in the upper right.
• Once done, click Export. This will prompt a download of a .XLSX file with the employee information.

• Open the file and enter the employee information you want to import to SeaTalk:
• You cannot remove information under the red headers.
• You can update the information under the black columns. To view more import guidance for each black header, view the specific comment attached to each header.
• For the Job Title, Office, Payroll Company, and Rank columns, ensure that the information you enter matches an option for the field.

• Once done, save the file and upload it in the Step 2 section. You can drag the file to the area or click Browse and select the file.

• In the bottom right, click Import.

Once the import is completed, a dialog box will display, showing you the number of successful imports and failed imports.

You can view data on the failed imports by clicking Click to download failed data in the dialog box.