How to add multiple or individual employees to a case in PlanGenPro using an Excel spreadsheet. How to delete employees.
Adding multiple employees at a time:
Step 1: Once you have created your case, click [New...] next to "EMPLOYEES" in the left sidebar.
Step 2: From the "add new Employee..." dropdown select "Upload Several Employees Via .XLSX File."
Step 3: If you already have a .xlsx file that you know follows the exact format of the example file provided by PlanGenPro, then skip steps 4-5.
Step 4: Check the box that says "Instructions and upload .xlsx template..." to view the instructions and then click "XLSX Upload Template..." so that an excel file will pop up.
Step 5: Open the file, enable editing, and click into the data tab to add employee info. The file is already populated with example employees so just delete those and make sure to input your own employee info in the exact format provided by the sheet. You can cut and paste your data from an existing excel sheet into this one as well as long as it follows the format.
Step 6: Once you've saved the file to your computer go back into PlanGenPro and click "Select census upload file..." so you can upload the file you just saved.
Step 7: You will be able to see that PlanGenPro has read in all of your employee info. Note that you can make any edits by clicking anywhere in the table.
Step 8: Click "UPLOAD PARTICIPANTS BELOW TO CASE" when you are ready and your employees will all be added to your case.
Adding a single employee at a time:
Step 1: Once you have created your case, click [New...] next to "EMPLOYEES" in the left sidebar.
Step 2: From the "add new Employee..." dropdown select "Single Employee In a Form."
Step 3: A form will appear and you will be able to fill out all of your employee's necessary information. If you do not know an employee's birthday you can calculate their date of birth from an age and it will chose today's date from however many years ago their age is.
Step 4: Once you have filled out everything you need click the "Save" button at the top. Now your employee is added to your case.
Step 5: Repeat these steps for as many employees as you would like.
For deleting employees:
There is a check box to the left of each employees name which you can select and a big red "DELETE" button will appear.