How to upload your employee roster into your location(s)
1. Under the Locations tab, open the location you wish to upload the roster to. Then click ''Upload Employees'' on the far right.
2. Then click the ''Upload'' icon ↑ (as shown in the blue box below)
3. Next, click ''Download Template" this will automatically download a .CSV file to your computer. Please complete the template with the employee data needed, as is do not change the template.
Notes:
A. Gender should be: Male, Female, or Not Listed
B. In Conservation Program should be in all caps: TRUE or FALSE
C. Status should be: Active or Inactive
Changing the formatting or typefaces of the words above can result in a failed upload.
4. Once the file is filled out, save it as an EXCEL file on your computer.
5. Then click ''Upload File'' and pull the file from your computer.
4. Click ''Submit'' once ready.
5. You will see the total number of upload vs failures. Pressing "Submit" will successfully upload your employees. You can review the failures here, if needed make the changes to the template then reupload.
If you require further assistance or have questions, feel free to contact our team; we are here to help; support@soundtrace.com