How to Bulk Upload Laborers (Desktop)
Permissioned users can bulk upload Laborers for efficient data entry.
š„Labor Management is a part of Resource Management which is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Permissions: Power Users and users with the Labor Management permission
NOTE:
Labor Resource Categories must be set up before you can bulk upload laborers. See How to Create and Manage Labor Resource Categories (Desktop).
NOTE:
Bulk uploads can only be done in Tenna on a desktop, not in the Tenna App.
- 1
- Select "Resource Management" on the lefthand navigation menu.
- 2
- Select the "Labor Management" tile.
- 3
- Select "Create Laborer" on the top right of the screen.
- 4
- Select "Bulk Upload" under Create a Laborer.
- 5
- Download and populate the Laborer Bulk Upload template.
Select the blue link āDownload the āLaborer-Bulk-Upload-Template.csvā and save it to your computer. Fill in as appropriate.
Fill in the form using Tennaās help resources for guidance.
- 6
- Drag and Drop or click "Select a File to Upload" and upload the completed template.
The template will begin uploading automatically.
You may navigate off the page during this process. When you return, the progress of the upload will be shown until complete.
- 7
- If the upload is complete without any errors, a success screen will be shown. The laborer bulk upload is complete.
If the upload is complete with errors, a failure screen will be shown. Continue to Step 8.
- 8
- Click the blue "Download" link to download a template pre-populated with the entries that failed. Fix the issues listen in column 1 of the file.
If any users/contacts failed the upload, use the second template for download which lists only the entries that failed and a reason in the first column for you to use to try again. Address the reasons as indicated. Once you have addressed all the errors delete column 1 with errors, re-upload to try again. Repeat this process until all users/contacts are successfully added to the system.