How-to

Import project assignments

Last updated May 24, 2025 · Tushar Agarwal

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Overview

To streamline project allocation at scale, HRStop provides a bulk import feature for assigning projects to employees. This eliminates the need for repetitive manual assignments and is especially useful for onboarding new hires or shifting teams across projects.


Control Panel → Timesheet → Click the dropdown beside Manage Project → Assign Project → Import


Step-by-step process

1. Click "Import"

Located at the top right of the Assign Project page.

2. Download the sample CSV file

  • Click “Download Sample File” to get the exact format required by the system.
  • This file includes the necessary headers to ensure successful import.

3. Fill in the CSV file

Populate the sheet using the following fields:

Column NameDescriptionExample
EmployeeEmail ID or Unique Employee ID used in HRStopneha.singh@company.com
Project NameExact name of the project (must match existing project)Client_Onboarding
Billable/Non-BillableEnter Yes if billable, No if not
Yes / No

Ensure there are no typos in employee names or project names, as mismatches will cause import errors.

4. Upload the file

  • Click “Choose File” to upload the filled-in CSV file.

5. Review the data

  • HRStop shows a preview with validation checks.
  • If any entries fail, correct the CSV and re-upload.

6. Click “Import”

  • Once validation is successful, the system assigns the listed employees to the respective projects.
  • A success message confirms the import.

Export for review

  • Use the Export option to get a report of all current assignments.
  • Recommended for cross-checking or generating documentation.

Best practices

  • Maintain a master spreadsheet to track project-employee assignments before import.
  • Use department-wise filters to export and modify only relevant mappings.
  • Always double-check project names and employee IDs/emails.