Sample File & Results (Employees)

Mosaic's Member Import lets you add your whole team from a spreadsheet at once — each person's role, rate, discipline, time-off policy, and skills — instead of inviting people one by one. This page shows how to fill out your file and what your team looks like in Mosaic afterward.

Throughout this page we use one example file with six people — a mix of full members, a contractor, and a guest — to show how everything fits together.

What one import creates

Each row adds one person to your organization. Along with their name and email, a row can set:

• Employment Type — how they access Mosaic (Member, Guest, or Contractor)
• Role, Discipline, Department, Office, Region — how they're organized
• Rate — their billing rate and its label
• Time Off — their PTO hours and policy label
• Skills — with optional proficiency levels

Unless you skip it, each new person is sent an invitation email to join your workspace.

How the file is structured

Unlike the project import, each person is a single row — nothing repeats. The one column that uniquely identifies a person is their Email.

A few example rows from the sample file:

Column reference

Only Email, First Name, and Last Name are required. Everything else is optional — include just the columns you need.

Identity (required)

Access & organization

Rate & time off (paired columns)

Rules that keep your file valid

• Email, First Name, and Last Name are required on every row. Emails must be valid and not already exist in your team.
• Employment Type must be spelled exactly: Member, Guest, Contractor (Internal), or Contractor (External).
• Currency must be an ISO code from Mosaic's dropdown — free text is rejected.
• Rate is a pair. If you enter a Rate Description, you must also enter a Rate Amount (a positive number). If a description matches one Mosaic already knows, the amount must match it.
• Time Off is a stricter pair. Hours and Description go together — enter one and you must enter the other.
• Skills format: separate skills with commas; add a level with a colon and a number 1–5, e.g. Management, Leadership:2. Don't start the cell with a comma.

What your import looks like in Mosaic

Once imported, everyone appears in Member Management (Team ▸ Members). The attributes you set in the file don't all sit on one screen — each one populates a matching tab across the top of Member Management:

• All Members — lists all six people with their name, email, and access level from Employment Type (Diego Morales comes in as a Contractor (External), Liam O'Connor as a Guest, the rest as Members).

  

• Department — groups members by the Department column; the sample's three departments — Design (Sarah, Diego, Emma), Operations (Marcus), and Engineering (Priya) — each become a group.

  

• Rate — lists each member's billing rate from Rate Amount and Rate Description — for example Sarah Chen at 150 / Senior Architect Rate and Diego Morales at 85 / Contract Drafter Rate.

  

• Time Off — lists each member with their region, office, and PTO policy (such as 160.0h | Standard PTO for Sarah, or 120.0h | Part-Time PTO for Priya) filled in from the file. Diego, imported without time-off values, shows a Set Policy prompt instead.

  

• Skills — groups members under each skill with a skill-level bar. The :level you set (1–5) becomes a named level — from the sample, AutoCAD:5 (Diego) shows as Expert and AutoCAD:4 (Sarah) as High.

  

• Region — groups members by Region — West (Diego, Emma), Northeast (Sarah, Marcus), and Midwest (Priya). Used to filter project members across Mosaic.

  

• Office — groups members by Office — New York (Sarah, Marcus), Chicago (Priya), Los Angeles (Emma), and Remote (Diego). Used to group and filter projects and members when a company has multiple offices.

  

• Discipline grouping people by the values from those columns.

  

Troubleshooting