Before you can enter time, you need to add your Crew Members (Work Crew) to your DPC job.
Click on the Work Crew button
The Project Cover Sheet will open to the Work Crew tab
Click the Add button
A new line will be entered for your Work Crew and the Employee list will open
Now, you can select an employee from the list or add a new employee.
Highlight an existing employee and click Select - you can select multiple employees at one time - clicking once selects an employee, clicking again de-selects that employee.
Repeat for any other existing employees
Creating a New Employee
If the employee(s) you need to add to the Work Crew do not already exist in your database, you will need to add them. Employees may be added manually (per the instructions below) or imported from a CSV file - see the next section for information).
From the Employee List, click NEW
The Employee Detail dialog box will open
The highlighted fields are required. It is recommended that you also assign a Pay Class to all Work Crew so you can manage the list better.
Enter the:
First Name
Last Name
Employee No.
Click OK
Highlight the employee in the Employee List and click
Repeat for any other existing employees.
Click OK on the Cover Sheet when you have added all the employees.
Importing an Employee List
The Project Manager and Foreman can Import a list of employees rather than entering them in one-by-one. You need to create a CSV file with your employee information. The screen shot below shows a Sample Employee Import.csv file. The import fields on the first line must be entered exactly as shown. There is a example saved in C:\OCS Documents\OST\Sample Employee Import.xls.
Creating the CSV Import File
The simplest way to create an importable employee list is to use a spreadsheet program.
In the top row, enter in the following fields:
EmpNo, FirstName, LastName, Address1, Address2, City, State, Zip, HomePhone, MobilePhone, Email, PayClass. EmpNo, FirstName, and LastName are required fields. We recommend including "PayClass".
Next, save the file in csv format.
Importing an Employee List
Once you have created your employee list CSV file, you are ready to import it into DPC.
Click on the Timecard Tab if you are not already there
Click the Work Crew button
Click the Add button to open the Employee List
Click the Import button
Browse to the CSV file to import and choose Open
The employees are immediately imported into your database - your next step is to add them to your project per the instructions above.