Bulk-Importing Staff Lists via Excel

When Should You Use Bulk Import?

Excel import is ideal when rolling out AkiHub for the first time to your entire existing workforce, or when hiring a large number of new employees at once (e.g. opening a new branch).

Steps to Follow

1. Go to Organization → Staff → Import Excel and download the system's standard template.
2. Fill in each employee's information: name, phone number/login email, branch, department, job title, and start date.
3. Upload the file to the system — it will validate and show a preview, flagging error rows (e.g. duplicate email, missing branch) for you to fix before confirming.
4. Tap Confirm Import — each employee's account will be created automatically with a default password.

After Importing

The system can send an email/SMS notification with account and default password details to each employee so they can log in to the mobile app for the first time.

Note: Double-check that the branch/department/job title columns match exactly what's declared in the system — typos will cause that row to fail during import.