How to upload employees Follow
HR or certain case administrators under HR direction may upload a census file to a case’s employee list. To do so:
- Prepare the census upload to match this template
- Save the excel document as a CSV file (Save As -> select csv file type -> select destination folder ->click save - click here for more)
- Click the up arrow on the top-right side of the case’s employee list
- Choose the census file
- Click the “Upload” button
- 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.
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