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TRAIN TRACK® Web Edition Help Manual

Import Employee Records

TRAIN TRACK® allows you to import employee records from an Excel® 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. Import Employees
2. The upload screen will open. Click the link ("click here") to download the template. Click Here
3. Click Save As. Save As
4. 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. Save
5. Click Open to open the template file. Note: if you do not see the option to open the file from your browser, locate the file from Windows Explorer and open it. Open
6. 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. You may paste in up to 500 employee records at a time. Please see below for details about the data you may paste into each column. After pasting in your data, save and close the template. Import Employee Template
7. Return to the import screen and click Next.
8. The next Upload screen will open. Click Browse and browse to where you saved the template file. Browse
9. Select the template file and click Open. Open
10. Click Upload. Upload
11. Click Import. Import
12. You will see a message that your data has been imported. Confirmation

Employee Template Columns

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

LastName: Employee last name.
FirstName: Employee first name.
Status: "Active" or "Inactive".
EmployeeNumber: Identification number.
Dept: Department.
SupLast: Supervisor last name.
SupFirst: Supervisor first name.
Shift: Shift.
Location: Employee location.
: Phone number or extension.
: Job title.
: Employee hire date.
: Employee termination date.
: User-defined field.
: Email address.
: Employee type.
EmpLink: Link to a document or file.
DOB: Date of Birth (this field is only used in the client interface).
Address: Address (this field is only used in the client interface).
SocialSecurity: Social Security Number (this field is only used in the client interface).
HomePhone: Home phone number.
CellPhone: Cell phone number.