HRIS and employee records
Add and import people
Autessa Homebase adds people two ways: a guided Add a person page for one new employee or contractor, and a CSV import for many at once. Add a person can start onboarding in the same step, and the import shows a row-by-row preview before anything is saved.
- Guided page for employees and contractors
- Onboarding started and the manager told in one step
- CSV import with column matching and a full preview
- Managers matched by work email, even later in the file
The problem
Moving into a new HRIS should not take a month of data entry
Adding a hire usually means filling in three systems and remembering to tell the manager. Moving from a spreadsheet means retyping everyone. Homebase does both jobs in one place: a single guided page for a hire, and an import that understands your spreadsheet and shows you what it will do first.
How it works
How add and import people works in Homebase
Choose employee or contractor
Add a person starts by asking which, so the right fields appear: employment type for employees; contract end and agency for contractors.
Fill in the job and dates
Name, work email, title, department, manager, level, location and start date, plus optional personal details.
Start onboarding
Choose whether to start the onboarding checklist. Saving creates the record, records the hire, starts onboarding and emails the manager.
Or import a spreadsheet
Save your list as CSV (or paste it), download the template if you need the columns, then check how each column is matched.
Preview, then import
See who will be added, who updated (matched by work email), who skipped and which rows need fixing. Nothing is saved until you press Import.
Options and settings
Every option, in plain words
| Option | What it does |
|---|---|
| Employee or contractor | Decides which fields the page asks for. |
| Employment type | Full time, part time, intern or temporary; contractor (direct) or agency. |
| Contract ends | Optional for contractors. HR is reminded 30, 14, 7 and 1 days before. |
| Employee ID | Optional, for example from payroll. |
| Personal details | Optional: preferred name, pronouns, personal email and phone, birthday, home address, emergency contact. |
| Start onboarding | Starts the checklist from the matching template. |
| CSV template | Download the columns Homebase understands. |
| Column matching | Check and change how each column in your file is matched. |
| Preview | Every row marked create, update, skip or fix, before anything is saved. |
| Manager matching | Managers are matched by work email, in a second pass if they appear later in the file. |
Permissions
Who can do what
Connected
How it connects to the rest of Homebase
FAQ
Questions about add and import people
Can I import employees from a spreadsheet?
Yes. HR administrators import a CSV file, check how columns are matched and preview every row before pressing Import.
Will importing create duplicates?
No. People are matched by work email, so a row for someone already in Homebase updates them instead of adding them again.
Can the import set managers?
Yes. Managers are matched by work email, so the whole reporting line can come from one file, even when a manager appears later in it.
Does adding a person start onboarding?
It can. Choose to start onboarding on the Add a person page and the checklist starts when you save; the manager also gets an email.
100% customizable, code and all
Make Autessa Homebase fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours