Uploading Employees

While Mosaic can be used to input employees (members), members can also be uploaded from other tools to Mosaic for complete budgets and details on the progress of your projects.

To upload members:

Confirm either Mosaic Support or your Customer Success Manager have enabled the members upload tool on your account. To request this tool be added to your account, reach out to our team via [email protected]
Next, download the members import template here

🚧
Please Note:
Ensure your data is accurate and all employees are spelled correctly. Employees will be created exactly as you’ve entered them on the import template.
Ensure employee information is consistent throughout the import template. For example, discrepancies like the following will create duplicates:

Employee: Benjamin Smith v Ben Smith

If Mosaic is integrated with your ﬁnancial tool, ensure the names on the import template match what is in Mosaic.

Here is an overview of the details needed for each column:

Field	Guide	Example	Required
Email	Email of employee.	[email protected]	Yes
First Name	First name of employee.	Robert	Yes
Last Name	Last name of employee.	Smith	Yes
Skip Invite	Whether you would like to send an invitation email to the employee to sign up on Mosaic. Notes: accepted values = "true" and "false". This is set to "true" as default and can be left blank.	false	No
Employment Type	Employment types supported by Mosaic: - Member (default) - Contractor (Internal) - Project Contractor (External) - Project Guest Notes: accepted values = "default", "contractor_internal", "contractor_external", "guest". This is set to "Member" as default and can be left blank. Time entries are not supported for Guests.	contractor_internal	No
Role	The employee's role.	Marketing Coordinator	No
Rate Amount	Bill Rate (you can also add their Cost Rate once you are in Mosaic). Note: This is only required if providing a Rate Description.	$275	No
Rate Description	Normally the employee's title. Note: This is only required if providing a Rate Amount. This description needs to be unique. You cannot have same rate description for different rate amount.	Partner	No
PTO Hours	The amount of annual Paid Time Off (PTO) hours for that employee. Note: This is only required if providing a PTO Description.	10	No
PTO Description	The description for the PTO hours. Note: This is only required if providing PTO Hours. This description needs to be unique.	This is a description	No
Discipline	The employee's discipline within the company.	Functional Services	No
Office	You can only choose existing office locations within the team.	New York	No
Region	The employee's primary region.	US	No
Department	The employee's division within the company.	Marketing	No
Skills	The employee's skills separated by a comma. There is also an option to add a skill level by appending ':[1-5]' to the skill name. If this is not provided, the default value will be 1. Note: accepted values for skill level = 1-5.	React, Node, Rails OR React:5, Node:3, Rails:2	No
Currency (Coming soon)	The specific member's currency. accepted values = 3-letter ISO Currency Codes.	USD	No

📘
Please Note:
Members imports will only create additional roles and rates (if they don't exist on Mosaic), but it will not update or delete any existing roles or rates.

Export your completed members import file to the .csv format. Date fields work best in .csv formats.
Navigate to Company Settings -> Members and click the 3-dot menu, Import Members and select Upload Members to upload your .csv file.

Select the file you would like to import using the file selector or drag and drop the file here.

Once uploaded, the software will try to auto-map the information that we need. You can also change the mapped columns by clicking the dropdown from your columns. It may take some time for the information to auto-populate in our field columns.

Once columns have been linked, and any red rows have been addressed, select "Continue" in the top right corner and click submit data.

Note: You should see this message when it's successfully uploaded

Navigate to Company Settings -> Import to find your uploaded import in the Draft Import section. Click Import button.

All members you just imported will show here if they are new. You can click New Members on the top to change to view All members in the import. Click the Member on the right side to modify the Membership setting of the imported members.
Click Confirm Import if everything looks good.

The import will show in the Processing section. Wait for the import to complete.

Thats it! Once the file processing is completed, it will show in the Completed section. Please allow up to 24 hours for all members to finish populating on Mosaic.