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:

  1. 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]

  2. Next, download the members import template here

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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

accepted values = "true" and "false"

No

Note: This is set to "true" as default and can be left blank

Employment Type

Employment types supported by Mosaic:

  • Member (default)
  • Contractor (Internal)
  • Project Contractor (External)
  • Project Guest

Note: Time entries are not supported for Guests.

accepted values =
"default",
"contractor_internal", "contractor_external",
"guest"

No

Note: This is set to "Member" as default and can be left blank.

Role

The employee's role

Marketing Coordinator

No

Rate Amount

Bill Rate (you can also add their Cost Rate once you are in Mosaic)

$275

This is only required if providing a Rate Description.

Rate Description

Normally the employee's title

Partner

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

PTO Hours

The amount of annual Paid Time Off (PTO) hours for that employee

10

This is only required if providing a PTO Description.

PTO Description

The description for the PTO hours

This is a description

This is only required if providing PTO Hours. This description needs to be unique.

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

React, Node, Rails

No

Currency (Coming soon)

The specific member's currency

USD

accepted values = 3-letter ISO Currency Codes

No

  1. Export your completed members import file to the .csv format. Date fields work best in .csv formats.

  2. Navigate to Company Settings -> Members and click the 3-dot menu, Import Members and select Upload Members to upload your .csv file.

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  1. Select the file you would like to import using the file selector or drag and drop the file here.
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  1. 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.
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  1. Once columns have been linked, and any red rows have been addressed, select "Continue" in the top right corner and click submit data.
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Note: You should see this message when it's successfully uploaded

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  1. Thats it! Your newly uploaded members have been successfully uploaded to Mosaic. Please allow up to 24 hours for all members to finish populating on Mosaic.