Manage Employees with the Employees Report

The Employees report is an XLS file containing information about all of your existing employees. After you download this report, you can edit employees by editing the file and uploading it to Crisis Track. You can also use the report to add employees, but you may find it easier to add employees with the template.

To manage employees with the Employees report

  1. On the Administrative Functions homepage, click Employees. The Employees module opens.

  2. On the action bar, click Export and select Excel. The Employees report is downloaded as an XLS file according to your browser settings.

  3. Open the Employees report using spreadsheet software such as Microsoft Excel®.

  4. Edit the employee fields. For information about these fields, see Employee Fields.

    • When you upload this information, Crisis Track identifies and updates existing employees based on the employee number, first name, and last name. If you edit those fields, a new employee will be created with that information and the original employee will not be edited.

    • This report does not contain the fields used in the Benefits Calculator. If you want to edit this information, you can add the fields to the report as new column headers.

    • Deleting an employee from this report will not delete them from Crisis Track.

  5. To add new employees, enter information for each new employee in separate rows.

  6. Save your changes.

  7. In Crisis Track, on the action bar, click Add and select Upload CSV or XLS. The Upload page opens.

  8. On the lower left of the Upload page, click Select file. Select the file you just completed. A page opens displaying employee information and any warnings. Rows with warnings are highlighted in yellow.

  9. Review the employee information and warnings highlighted in yellow on this page.

  10. If the Update checkbox appears in a row, the Employee Number or first and last name matches an existing employee. The Update checkbox has the following behavior.

    • Selected = The existing employee's information will be updated to match the information in the row.

    • Cleared = A new employee will be created with the information in the row.

  11. Click Save Employees.