You can import a list of employees into On-Screen Takeoff which makes building the Employees master table a snap. We include a template Excel file, located in the "C:\OCS Documents\OST", 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 fields in Reddish-Pink - highlighting is not required in the actual CSV file.
All text fields are limited to 50 characters.
Creating an Import List in Excel/CSV File
To create your import list,
- 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 the file as a CSV document.
Importing CSV Employee List
To import your Employee List csv file,Â
- Launch On-Screen Takeoff.
- Click Masters > Employees, the Employees dialog box opens...
- Click the Import button, an open file dialog box displays...
- Browse to the location of saved CSV file and select it.
- Click Open 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.
 Masters: Employees | Masters: Job Statuses  |
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