Workers are uploaded using a comma separated value (CSV) file. The CSV file can be created using a text editor or by exporting data from a spreadsheet; the Support team provides a template which you can use.
Configuring the Upload File
The Data menu contains functions that are used for upload configuration. From the top menu bar click Data then Configure Worker Upload.
The Worker Upload Configuration form will be displayed. The actual fields shown will depend on your company’s configuration.
For each of the data fields displayed, enter the letter of the column in the spreadsheet. The first column is ‘A’, the second is ‘B’, etc. The required fields are identified by an asterisk.
The column letters shown are the defaults and can be used with the Support team provided template; the column letters must be changed when the upload file has a different column format.
If the upload file contains column headers (field names) in the first row, check the Skip First Record box.
When the configuration is complete, click on the OK button to save the configuration.
Uploading the Workers
To upload the CSV file of Workers, from the top menu bar click Resources then click Workers. The form may display a list of current Workers or no Workers.
To upload the CSV file of Workers, click Upload Workers. The Upload Workers form will be displayed.
Click on the Select File button. A file explorer form will be displayed.
Select the file to be uploaded and click the Open button.
Click the Upload button to start the upload process. When the upload is complete, a list of errors and messages will be displayed.
- Errors indicate that the record in the file could not be saved; a reason for the failure is displayed.
- Messages indicate how many records were uploaded successfully, and how many records were already present (duplicate Workers are not uploaded).
Note that when updating an existing worker, values in the upload record will replace any existing values. If you do not want to replace a value, leave the column in the upload record blank.