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BreatheHR · Excel Guide

Bulk-Create BreatheHR Employee Records From an Excel Workbook

The Scenario

You are an HR coordinator at a 30-person company. The business had a strong quarter and hired twelve new starters, all due to begin on the same date.

Your onboarding Excel workbook is ready: first name, last name, email, start date, department, and job title for every new hire in the Onboarding tab. HR software setup day is tomorrow. Someone has to create twelve BreatheHR profiles, and that someone is you.

The slow version:

  • Open BreatheHR
  • Click "Add Employee"
  • Type the first name, last name, email, start date, department, and job title from the workbook
  • Click save
  • Click "Add Employee" again
  • Repeat eleven more times
  • Miss the 5 PM deadline for IT account provisioning because you were still clicking at 4:45.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that reads each row and creates the BreatheHR profiles for you, so you never have to type the same information in two places.

Open the SheetXAI sidebar and type:

Create a BreatheHR employee record for every row in the Onboarding tab. Column A is first name, column B is last name, column C is email, column D is company join date, column E is department, and column F is job title. Write "Created" into column G when each record is done.

SheetXAI reads all twelve rows, calls BreatheHR for each one, creates the profiles, and writes confirmation into column G. The BreatheHR profiles are live before IT starts provisioning.

What You Get

Twelve BreatheHR employee profiles, each created from the data in your workbook:

  • Employee record — first name, last name, email set correctly
  • Company join date — exactly as it appears in column D
  • Department and job title — written into the BreatheHR profile from columns E and F
  • Confirmation — "Created" in column G for each row

Nothing gets mistyped. The data moves from the workbook to BreatheHR directly, so the profile matches the onboarding record exactly.

You can run the same shape of prompt every time you have a batch of new starters. Three new hires next month, same prompt.

What If the Data Is Not Quite Ready

Onboarding workbooks are rarely perfect. SheetXAI handles cleanup and the BreatheHR creation in the same prompt.

When the name columns are combined

Your workbook has a single "Full Name" column instead of separate first and last name columns.

Split the full name in column A of the Onboarding tab into first name and last name. Then create a BreatheHR employee record for each row using the split names, the email in column B, the start date in column C, and the department in column D. Write "Created" into column E.

When some rows are missing a department

A few new starters have not been assigned to a department yet. You do not want BreatheHR profiles with a blank department field.

For rows in the Onboarding tab where the department column is blank, skip the BreatheHR creation and write "SKIPPED — missing department" into column G. For all other rows, create the BreatheHR employee record and write "Created" into column G.

When start dates are formatted inconsistently

Some rows have "1 June 2026," some have "01/06/2026," and some have "June 1." BreatheHR expects one format.

Normalize all dates in column D of the Onboarding tab to DD/MM/YYYY format. Then create a BreatheHR employee record for each row using the normalized date as the company join date. Write "Created" into column G when each record is submitted.

When the workbook has duplicates from a copy-paste error

A batch sheet was emailed around and pasted twice, so six of the twelve rows are duplicates.

Deduplicate the Onboarding tab by email address, keeping the first occurrence. Then create a BreatheHR employee record for each unique row, writing "Created" into column G. For skipped duplicates, write "DUPLICATE — skipped."

The pattern: instead of cleaning the workbook first and then creating profiles, you ask for both in one prompt. Twelve records in BreatheHR by 5 PM.

Try It

Get the 7-day free trial of SheetXAI and open any onboarding workbook, then ask it to create BreatheHR profiles for every row. The BreatheHR integration is included in every SheetXAI plan. For related workflows, see how to push bulk employee change requests to BreatheHR from Excel or the BreatheHR in Excel overview.

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