3.03 Import Census

  1. Click the Import button to import the census from an Excel spreadsheet.
  2. The Import Census Data window is opened.
  3. The Word & Brown template is available to download again by clicking the “Excel Census Template” link.
    1. The file must contain all the required columns in the order reflected in the template.
  4. Drag and drop the file into the window or click on the gray box to select a file.
  5. The import automatically starts as soon as the file is added. The file name being uploaded is displayed.
  6. The Employee’s Last Name and associated Dependents are set to EE (#) if the Last Name is not imported.
    1. Examples: EE(1), EE(2), EE(3)
  7. The Dependent’s First Name is set to DEP (#) if the First Name is not imported.
    1. Examples: DEP(1), DEP(2), DEP(3)
  8. A message appears indicating that the census has been imported.