DCW/Employee Bulk Upload

Agency and Independent providers can upload a batch of DCW/Employee records at one time, instead of entering each record individually.

1. Select DCW/Employee from the navigation panel.

2. Select Import.

3. Select Download Template.

4. Open the template in Microsoft Excel.

The template will have four sheets at the bottom of the file.

NOTE: When completing the template, it is important to enter the same value across the sheets. For example, the FIRST NAME on the Employees sheet must match the FIRST NAME on the Employees_Addresses sheet.

Import Template – Employees Sheet

1. Do not enter the Employee ID in column A.

2. Enter the following fields, using the table for reference.

Field	Description
FIRST NAME	The first name of the individual providing care.
LAST NAME	The last name of the individual providing care.
EMPLOYEE AGENCY ID	Enter a value. This value will update when the import is complete.
EMPLOYEE POSITION ID	To assign the role of caregiver, enter cgv. To assign the role of office staff, enter ofc. To assign the role of Registered Nurse, enter rn. To assign the role of Licensed Practical Nurse, enter lpn.
GENDER	Enter male, female, or unknown.
IS SUPERVISOR	If the DCW or Employee is a supervisor, enter true. If the DCW or Employee is not a supervisor, enter false.

3. Verify the items entered are correct.

Import Template – Employees Addresses Sheet

1. Do not enter the Employee ID or the Address ID in columns A and B.

2. Enter the following fields, using the table for reference. The IS MOBILE USER field is required.

Field	Description
First Name	The DCW or Employee first name
Last Name	The DCW or Employee last name
EMPLOYEE/AGENCY ID	Enter the same value used on the Employees sheet.
ADDRESS LINE 1	The DCW or Employee street number and street name.
TYPE	If this is a business address, enter business. If this is a home address, enter home. If this is not a home or business address, enter other.
ZIPCODE	The five-digit zip code
CITY	The city
STATE	The full state name – do not use an abbreviation
PHONE 1	The ten-digit phone number, without the country code
IS MOBILE USER	Enter True if this Employee should have access to the Mobile App. False if not.
EMAIL	The email address the DCW or Employee will use for Sandata Mobile Connect
IS ACTIVE?	To import the DCW or Employee as active, enter true. To import the DCW or Employee as inactive, enter false.
IS CURRENT?	Enter true.

3. Verify the items entered are correct.

Import Template – Employees Contacts Sheet

1. Do not enter the EMPLOYEE_ID or the CONTACT_ID in columns A and B.

2. Enter the following fields, using the table for reference.

Field	Description
EMPLOYEE FIRST NAME	The first name of the individual providing care. This value must match the FIRST NAME on other employee sheets.
EMPLOYEE LAST NAME	The last name of the individual providing care. This value must match the LAST NAME on other employee sheets.
EMPLOYEE AGENCY ID	Enter the same value used on the Employees sheet.
CONTACT FIRST NAME	The first name of the DCW or Employee contact. This value must match the FIRST NAME on the other contact sheets. This is not the Recipient.
CONTACT LAST NAME	The last name of the DCW or Employee contact. This value must match the LAST NAME on the other contact sheets. This is not the Recipient.

3. Verify the items entered are correct.

Import Template– Contacts Addresses Sheet

1. Do not enter the EMPLOYEE_ID or the CONTACT_ID in columns A and B.

2. Enter the following fields, using the table for reference.

Item	Description
EMPLOYEE FIRST NAME	The first name of the individual providing care. This value must match the FIRST NAME on other employee sheets.
EMPLOYEE LAST NAME	The last name of the individual providing care. This value must match the LAST NAME on other employee sheets.
EMPLOYEE AGENCY ID	Enter the same value used on the Employees sheet.
CONTACT FIRST NAME	The first name of the DCW or Employee contact. This value must match the FIRST NAME on the other contact sheets. This is not the Recipient.
CONTACT LAST NAME	The last name of the DCW or Employee contact. This value must match the LAST NAME on the other contact sheets. This is not the Recipient.
ADDRESS LINE 1	The contact street number and street name
ADDRESS TYPE	If this is a business address, enter business. If this is a home address, enter home. If this is not a home or business address, enter other.
ZIPCODE	The five-digit zip code
CITY	The city
STATE	The two-letter state abbreviation
IS ACTIVE?	Enter true.
IS CURRENT?	Enter true.

3. Verify the items entered are correct.

Uploading the Completed Template

1. Select DCW/Employee from the navigation panel.

2. Select Import.

3. Enter the Import Name.

4. Select Choose File.

5. Upload your completed template.

6. Check Save items.

7. Check Create Records.

8. Select IMPORT.

If the file cannot be imported, a text box will appear with the items that need to be fixed. Make edits in the original template, then import again.

If the file can be imported, a success message will display with summary details.

9. Close the import popup by clicking the x in the upper right-hand corner. The DCW or Employee record will appear in the list of active records within the module.