Employee onboarding
Importing existing employees
You create files for already-employed people in bulk, skipping the link → SMS → KYC → signature path. It's the equivalent of “move your team to Onboardly”.
What it's for
Import is used to move people who already work for you. They don't go through the wizard — you skip the link → SMS → KYC → signature path and create their files right away.
Where you import from
- Files — employee data from a list.
- ZIP and PDF — through the OCR pipeline, which reads and organizes the documents.
How the import works
- Imported files start in a draft status.
- The import does not send emails or links to employees.
- You fill missing documents using the document checklist in the file.
You handle new hires through creating an onboarding and the wizard. Import is only for already-employed people.
Related: Creating an onboarding · E-file and documents