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How to add employee information

Get employee information into your account either via integration or upload

K
Written by Katelyn Lopez
Updated over a year ago

To get started with Comprehensive, the very first thing you'll need to do is get employee information into your account. This can be done via either an HRIS or Payroll integration, or, you can upload information directly.

Integration Instructions

Most HRIS/Payroll providers

The most common providers are ADP WorkforceNow, BambooHR, bob, Gusto, Insperity, Justworks, Namely, Paylocity, Run by ADP, TriNet, Workday, Zenefits. See here for a full list of supported platforms.

  1. After you receive login credentials, go to Integrations in your company settings

  2. Select “Add Integration”

  3. Follow the steps to connect your account to Comprehensive

Rippling

  1. Ensure you're able to login to Comprehensive.

  2. Connect Comprehensive via your Rippling account from this page. Once you connect, it will ask you to sign into Comprehensive and go through an install flow to authorize the integration.

    • SSO won’t be available until the integration is set up

    • Important note: You’ll need to grant access to any employee you’d want to sync to Comprehensive (this is usually all employees). It's recommended to use their rules to grant access so you don't need to grant access on a one-off basis for new hires. This will NOT send any invites to employees, the access just means that you're enabling salary data to flow to Comprehensive. Employee information will not flow via integration if a different option is selected.

Upload Instructions

Any employee information you'd like to upload will be done on the Employees > Upload page. To add new employees, you'll use the "Upload new employees" option and to edit or add new information for an existing employee you'll use "Upload Additional Employee information" option.


Upon upload, you will not need to map your employee data to a specific template. You can map your existing files to the appropriate fields or create new fields if they do not exist.

💡 Pro Tip: You do not need to upload all your information at once - you can upload new fields and edit existing information as many times as you'd like.

Required information

  • Employee Email

  • Legal Name

  • Salary

  • Employment Sub-type (Ex: Full Time, Contractor) --> Will default to Full time if not included in file

  • Currency --> Will default to USD if not included in file

  • Income Frequency (Ex: Yearly, Hourly) --> Will default to Yearly if not included in file

Optional information

  • Preferred Name

  • Manager Email (this will link managers to employees)

  • Title

  • Department

  • Employment Type (Ex. Employee, Contractor, etc.)

  • Start Date

  • Salary Effective Date

  • City

  • Country

  • State

  • Bonus Target

  • Variable Target

  • Gender

  • Race

Adding custom columns

If you have additional information not covered by your HRIS integration or data that you're unable to map to our existing columns you can upload whatever information you'd like as a custom column via Employees > Upload, "Upload Additional Employment Data". This can be done at the same time you upload other standard information or separately. The only required column is employee email.

  1. Click Upload Additional Employment Data

  2. Add your file with employee email and any other columns you'd like to add

  3. Map any data to existing fields or select "+ Add new"

  4. Add Column name and Data type to properly name and format the data

Questions? Chat us or schedule a support session here.

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