Employee Roster Upload

Introduction

Uploading a CSV of employees can be a convenient way to manage data in your application. This help document provides a step-by-step guide on how to generate an employee CSV file and upload it to your application.

Step 1: Preparing Your CSV File Source 8

Before you upload a CSV file, you need to ensure it is correctly formatted. Here are some guidelines:

• Required Fields: These fields are necessary for each employee record in your CSV file. They could include details such as Employee ID, First Name, Last Name, Email Address, and Phone Number.
• Optional Fields: These fields can provide additional information about each employee, such as their Department or Job Title.
• Phone Number Format: Phone numbers should be in international format with the correct country code prefix, for instance, +1 for the United States.
• Email Address Format: Ensure that each email address is valid and correctly formatted.

Here is an example of how your CSV file could look:

EmployeeID,FirstName,LastName,Email,PhoneNumber
001,John,Doe,johndoe@example.com,+15551234567
002,Jane,Smith,janesmith@example.com,+15557654321

Step 2: Uploading Your CSV File Source 2

Once your CSV file is prepared, you can proceed to upload it to your application. Here are the general steps:

1. Navigate to the section of your application where you can upload the CSV file. This could be under a menu item such as 'Import' or 'Upload'.
2. Click on 'Select...' and locate your CSV file in your system's file explorer.
3. Once selected, you may have the option to review the field mapping. This is where you can confirm that the columns in your CSV file correctly correspond to the fields in your application's database.
4. Enter a unique name for your CSV file's field mapping in the 'Import Map Name' field.
5. Click 'Upload' or 'Import' to begin the process.

Step 3: Reviewing the Import Source 4

After you have uploaded your CSV file, it's crucial to review the import to ensure that all employee records were added correctly.

• Review Errors: Check for any errors that occurred during the upload. These could be due to missing or duplicate values, incorrect formatting, or other issues.
• Review New Employees and Updates: Confirm that all new employees were added and that existing employee records were updated as intended.
• Review Group Changes: If your CSV file included changes to group memberships, review these to ensure they were implemented correctly.

Conclusion

Uploading a CSV file of employees can streamline the process of managing large amounts of data. By preparing your CSV file correctly, following the correct upload procedure, and reviewing the results, you can ensure that your employee data is accurately represented in your application. For more specific instructions, refer to your application's documentation or support resources.