6.02.01 importing employee lists

Importing a list of employees into On-Screen Takeoff makes building the Employees table easy.  There is a template located in the OCS Documents\OST folder named "Sample Employee Import.csv".  Open this file in a spreadsheet application to see the various fields you can import.  

The image below shows the required fields highlighted in Yellow and the recommended field in Reddish-Pink - highlighting is not required in the actual CSV file.

• Using a spreadsheet program, create a list of all employees formatted exactly as the sample file (the file must include the headers for EmpNo, FirstName, and LastName, all other headers/fields are optional.  
• Save it as a CSV document
• Open the Employees dialog box in On-Screen Takeoff by clicking Master > Employees

• Click Import, then browse to the location of saved CSV file

• Click OK and the employee list is imported into the Employees Master Table

• If you have a spreadsheet program such as Microsoft Excel installed, you can save the sample import file as a template so you can re-use it in future projects.  See your spreadsheet application’s Help system for information on creating and saving templates.

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