Adding employees to eymanage

Adding employees to eymanage


Adding records of your employees to the system is an essential part of setting up your nursery for the first time, and of continuing to keep your system up-to-date as staff join and leave. There are several ways to add employees the system. If only a few employees need to be added, you may choose to add them manually and fill out their profiles yourself. If you already have large amount of employee data recorded somewhere, you also have the option to import it all at once using a spreadsheet.

Adding an employee manually

  1. Click on  Employees in the sidebar.
  2. Click on the  icon in the top right. 
  3. Fill out the relevant information in each tab of the Employee Profile. At the very least you should enter the employee's First Name, Last Name, Date of Birth, and Primary Email.
  4. Click Save. 
  5. ​

Importing employee data

If you have existing data on your employees, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into eymanage, but it may be better to download the employee import sheet attached to this article.
  1. Click on  Employees in the sidebar.
  2. Click on the  icon in the top right to go to the import page.
  3. Click on Browse to select a CSV file to import and Open it.
  4. Click Next to see a summary of all the data from the CSV file.
  5. Click on the drop-down menus to choose which fields in the employee profile each column of data aligns to. The First Name and Last Name fields are mandatory and must be selected to continue with the import.
  6. Check Skip if you don’t want a particular column to be imported to the profile.
  7. Click Next.
  8. On this page, you'll be able to edit any of the data you’ve imported.
  9. Click Next again to finish the import.
NotesNotesNot all options and fields can be filled in during an import. Certain things, like checking Create eymanage Employee Login, must be done on the employee profile.

Filling out the employee profile

To get a better sense of what the different fields of the employee profile mean when you're adding them to the system, take a look at this article. 

To learn about how you can use the employee profile form to easily fill out the profile, take a look at this article.