To import your groups and employees, follow these steps.
When you first launch the app, you will see this message, and your screen will be empty.
You can add groups and employees manually, but if you have more than a few employees, you may want to follow these simple steps to import.
Step 1 :Click the settings icon (gear) in the bottom left corner of the Employee Manager home screen to take you to the “Settings” screen.
You should now be at the “Settings” screen that you see to the left.
From here, you can look at the import procedures. (But you are already looking at them here in more detail.) The next step is to email the template.
Step 2 : Click “Email the Import Template” as seen in the image at the left. You must have an email account set up on your device for this to work.
If you need to set up an email account on your device, you can follow the steps from this Apple support page: http://support.apple.com/kb/ht4810
You should now see the email shown in the picture at the left. The primary email address stored in your device should already be in the “From” line.
Step 3 : Type your email address into the “To” line. (It should be an email you can check on your computer. Then hit “Send”
The app will return to the “Settings” screen.
Step 4 : Go to your computer and open the email you just sent to yourself.
Here is an example of what it might look like. Obviously it will look a little differently depending on your personal email client.
Notice that the file “employee_manager_import_template.csv” is attached to the email.
Step 5 : Open the “employee_manager_import_template.csv” file.
The template will open in the program that is the default for csv files on your computer.
The example below was opened in Microsoft Excel.
Step 6 : Fill in the information for your employees. The “Group Name” and “Employee Last Name” fields are required for every entry, and all other fields are optional. Do not rearrange the order of the columns or modify the column headings. Also, do not leave blank rows between entries.
Here is an example:
Step 7 : Save the completed file. Make sure it is saved as a csv file type.
Step 8 : Email the file back to your device. Do this by attaching the file to an email on your computer, and email it to an account that you can check on your device.
Step 9 :Go to your email on your device. Open the email that contains the completed template file.
It should look like the picture to the left.
Step 10 :Hold your finger on the file name (where it says “employee_manager_Imp…” at the left) for a couple of seconds to show the options list.
Select the Employee Manager icon (if using iOS 6). If you are using an older version of iOS, select “Open in Employee” from the options list. (A picture is shown below of how it will look in iOS 6.)
If you just click the file and don’t hold your finger on it for a couple of seconds, it may open automatically in a different format instead of being opened by the app.
Step 11: The file should launch “Employee Manager” and automatically begin the import process. Then choose “Save Results” to finish.
Now you are ready to start tracking incidents and goals for your employees.
If you need to add more employees or contact information later, you can always add the information manually in the app.
You could also update your saved employee template csv file, and go back through the steps to import. Employees will not be duplicated. Only new information will be added.
You could also start over with a blank template for new employees if you wish.
For questions, contact us at firstname.lastname@example.org.