How to Add, Edit and Import Employees

A new users course dealing with employee setup and updates. This resource covers how to add, edit and import employees within iReportSource.

Procedures:

Employees Overview

A. Add Employees

B. Import Employees

C. Filter Employees

D. View/Edit Employees

Import Employees

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Employees
  7. Click Import Employees
  8. Click Download CSV Template
  9. Completely fill out the Template for each Employee listed
    • First Name- Enter their First Name
    • Last Name- Enter their Last Name
    • Gender- Enter the Employee’s sex as Male or Female. (This is an OSHA requirement)
    • Date of Birth- Enter their Date of Birth
    • Date of Hire- Enter their Date of Hire
    • Address- Enter the Employee’s Home Street Address
    • City- Enter the City the Employee resides in
    • State- Enter the State the Employee resides in
    • Status- Enter the number “1” if the Employee if Full-Time and the number “2” if the Employee if Part-Time.
    • Zip- Enter the Zip Code the Employee resides in
    • Job Title- Enter the Employee’s Job Title
    • Location ID- Enter the ID of the Group/Establishment that the Employee works at.

Locating the Location ID

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Groups/Establishments
  7. Locate the Group/Establishment the Employee works at.
  8. Copy the ID
    • ID- Enter the Employee’s ID code/number
    • Department- Enter the name of the Department that the Employee works in.
    • Project Name- Enter the name of the Project that the Employee is assigned to.
    • Phone Number- Enter the Employee’s phone number.
    • Email- Enter the Employee’s email address.
  9. Click Submit

 

 

Add Employees

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Employees
  7. Click Add Employee
  8. Enter the Employee information
    • Group or Establishment- Assign them to a Group/Establishment if applicable
    • Project– Assign them to a Project if applicable
    • Employee ID- Enter their Employee ID
    • First Name- Enter their First Name
    • Last Name- Enter their Last Name
    • Sex- Select their Sex (this is an OSHA requirement)
    • Date of Birth- Enter their Date of Birth
    • Last four of SSN- Enter the Last Four Digits of their Social Security Number
    • Date of Hire- Enter their Date of Hire
    • Job Title- Enter their Job Title
    • Employee Status- Enter the Employee Status
    • Training Required- Select whether training is required
    • Location- Enter their job location
    • Department- Enter the Department they work in
    • Supervisor- Enter their Supervisors name
    • Work Days- Enter the days they work
    • Hours Per Week- Enter the number of hours they work per week

 

Contact Information

  • Home Address- Enter their Home Street Address
  • City- Enter the City they live in
  • State- Enter the State they live in
  • Zip- Enter the Zip Code they live in
  • Phone- Enter their Phone Number
  • Email- Enter their Email

 

Emergency Contact Information

  • Contact- Enter the name of their Emergency Contact
  • Relationship- Enter the relationship they have with their Emergency Contact
  • Phone- Enter the phone number for their Emergency Contact
  • Email- Enter the email address for their Emergency Contact
  1. Click Submit

Edit Employees

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click Settings
  6. Click Employees
  7. Locate the Employee you would like to edit
  8. Click View/Edit
  9. Click Edit
  10. Make desired updates
  11. Click Submit

Helping You Manage Workplace Safety One Episode At A Time

Phone Number:

(513) 549-3459

Address:

906 Madison Ave

Covington, KY 41011

Email:

support@ireportsource.com