TRAIN TRACK® Web Edition Help Manual

Import Employee Records

TRAIN TRACK® allows you to import employee records from a template. When you import employee records, only new employees will be imported. Existing employee records will be updated with new information from the template. New job titles, departments, shifts, locations, and employee types will also be imported.

Import Employee Records

To import employee records, follow these steps

Step	Illustration
1. From the navigation bar, select Import > Employees.
2. The import screen will open. Click the Download link to download the template.
3. A browse box will open. Browse to where you want to save the file and click Save. Make a note of where you saved the file.
4. Open the file you saved by clicking the download icon on your browser. A list of downloaded files should open. Click on the file name.  Note: if you do not see the option to open the file from your browser, locate the file from Windows Explorer and open it.
5. Paste your data into the Excel template. You will need to leave all of the column headings in place (do not alter them or move them), and paste your data below them. If you don't have data for some of the columns, just leave them blank. Please see below for details about the data you may paste into each column.
6. Save the file as a .csv file.
7. Click Choose File (or Browse, depending on your web browser). Browse to the file you saved above and click Open.
8. Click Import Employee Records. You will see a message indicating the number of records imported or any errors.

Employee Template Columns

The template used to import employee records includes the following columns:

Last Name: Employee last name.
First Name: Employee first name.
Employee ID Number: Employee identification number (must be unique).
Status: "Active" or "Inactive".
Department: Department.
Job Title: Job title.
Supervisor Last: Supervisor last name.
Supervisor First: Supervisor first name.
Supervisor ID Number: Supervisor's employee ID number.
Shift: Shift.
Location: Employee location.
Employee Type: Employee type.
Email: Email address.
Phone: Phone number or extension.
Home Phone: Home phone number.
Cell Phone: Cell phone number.
Start Date: Employee hire date.
End Date: Employee termination date.
Other: User-defined field.
Linked File: Link to a document or file.