Manage Employees

Click on the Manage Employees button in the Control Center.

There are two ways to add information about your employees into Branchworks. In the top right corner you’ll see the black Add Employee button and the Blue Upload Employees button.

Please note: Upload Past Trainings is a useful way to import a large batch of information about employees' past training. For more information about this, visit the Verify Past Trainings page

Add Employee 

If you only have a few people to add, you can select Add Employee which will allow to input information one at a time.

·     Add the employee’s First and Last name, unique Employee ID, Date hired, Locations,Departments, and relevant Roles (if your company has configured Roles).

·     If the employee will be able to supervise trainings, check the trainer box. For more on trainers, see the "Manage Trainers" page.undefined

·     You can set theirCommunication preference to override the companywide preference.

·     Enter the employee’s mobile phone number and email.

·     You can set any employee’s status to “Active,” “Inactive,” or “Terminated,” and later update this status when needed.

Upload Employees

If you have a larger number of employees to add, the more efficient way to do this is to click the button below, Upload Employees. This option will input an entire spreadsheet of information at once.

When you click Upload Employees, you will be taken to this screen:

Click on the blue bold word “Download” to download our excel template.

You will need to enter your employees’ information into the spreadsheet according to its instructions:

·     Add the employee’s unique Employee ID, First and Last name, Date hired, Departments,Locations, and relevant Roles (if your company has configured Roles).

·     If the employee will be able to supervise trainings, write “Yes” in the Trainer column. For more on trainers, see section VII.

·     Enter the employee’s mobile phone number and email.

Once you have completed and saved this spreadsheet, return to the Upload Employees page, Choose File, and click the Upload button.

You’ll notice that the process of uploading the spreadsheet will catch errors. For example, if inputs don’t match existing categories for locations, roles, and departments, this will result in an error. You can correct this in your spreadsheet and upload it again.

If a phone number or email address is invalid, you will receive an error message. Check that these are entered correctly in your spreadsheet. You may have too many digits for a phone number or an email address that isn’t formatted correctly. Once any problems are fixed, you will be able to upload the file.

Note: If you upload an employee who is already in the system, you can click on the link to their profile to update information.The information in the spreadsheet will not overwrite information already in the system

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