Carta Collective

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  • 1.  Public: Updating employee data

    Posted 11-10-2022 12:13
    Is there a way to update in bulk via spreadsheet upload employee data, including demographic data, termination date, and payroll data? I saw a template for payroll only in the portal, but nothing comprehensive with all of these data elements.

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    Carta Admin
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  • 2.  RE: Public: Updating employee data

    Posted 11-10-2022 12:14
    You are correct there is a payroll update spreadsheet. Bulk terminations are not currently supported, but you can definitely update some items in bulk via the Employees drop-down> "Manage Stakeholders" drop-down and selecting "Bulk update stakeholders". Would any of those fields help? I've attached our support article which goes over Bulk Updating if you need to reference it as well.

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    Carta Support
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