Go to your Settings > HRIS.
Make sure your CSV file is ready from your HRIS and that column headers are appropriately titled so that you can match them during the import process.
Required fields for CSV import are Name, Phone Number, ID, and Termination Date.
Optional fields for CSV import are Role and Location.
In the top right corner, click "Upload CSV".
Once your CSV has been uploaded successfully, 'Match' the column titles in your CSV to the corresponding employee data fields in Opus.
It's important to note that header column titles do not have to match the fields in Opus! The connection flow is customizable so that you do not need to have a 1:1 match.
Next, you'll be prompted to 'Verify' the active list of employees. This page will show you a list of active employees only. Any employee containing a past termination date will automatically be deactivated in Opus.
Once you've verified your active employees, go to 'Apply' and confirm the summary of your CSV import.
From there, you'll be able to see a list of which active employees from your HRIS have not yet been invited to Opus.