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Employment Data

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From the Safety Management Suite dashboard, click the down arrow next to Incidents on the left hand side.  In the expanded menu, click Employment Data.

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Select the year, and then click View.

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Click Add New.

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Enter in the required fields, number of full-time employees for the month, total hours worked by all employees, and peak employee count. Additionally, you can choose to switch the toggle on (YES) to "Apply this month's employment info to all months", or leave it toggled off (NO) to edit each month individually.

 

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Once information is entered, click Save, or Save and Edit Next Month to move on to the next month.

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Importing Employment Data by Year or Month

 

By Year

Navigate to the Import/Export Center.

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In the Record Type dropdown, select Employment Data Yearly.

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In the Import or Export dropdown, select Import.

  1. Download the Import Template.
  2. Complete the Template and save the file to your computer as a .csv file.
    -Note: Location Name will have to match the exact Location name in SMS
    -Note: Peak Employees should be a single number. Not a range of Values (1-19, 20-259)
  3. Click Choose File and select the .csv file from your device. 
  4. Click Import.

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To view the uploaded data, go to Incidents > Employment Data.

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Click View under your desired location. 

By Month

If you have a location that did not have employees at it for the full year and need to enter "0" for the first couple of months, using the Import Center will be the best option for you.

 

In the Record Type dropdown, select Employment Data Monthly.

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In the Import or Export dropdown, select Import.

  1. Download the Import Template.
  2. Complete the Template and save the file to your computer as a .csv file.
    -This is where you can enter 0 for any months needed that didn't have employees at the location
    -Note: Location Name will have to match the exact Location name in SMS
    -Note: Peak Employees should be a single number. Not a range of Values (1-19, 20-259)
  3. Click Choose File and select the .csv file from your device. 
  4. Click Import.

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Alternately, you can enter monthly employment data by going to Incidents > Employment Data.

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Click View under the location.

Under Data by Month, click + to add a new record.

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Fill out the fields and information accordingly. The system will automatically start with January.

Note: If this location did not have employees working in January, use the Import/Export Center to enter data. The customer will then be able to enter "0" for that month.

Note: Toggle to YES to "Apply this month's Employment info to all months" to easily copy this information to all months.

Remember to click Save, or you can Save and Edit the Next Month.

 
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