How to upload employees

HR or certain case administrators under HR direction may upload a census file to a case’s employee list. To do so:

1. Prepare the census upload to match this template
2. Save the excel document as a CSV file (Save As -> select csv file type -> select destination folder ->click save - click here for more)
3. Click the up arrow on the top-right side of the case’s employee list
4. Choose the census file
5. Click the “Upload” button
6. Refresh the employee list if needed to view uploaded employees

Note: Make sure “Authorize SMS Messaging for all” is checked to ensure all employees can receive the initial app share message.