# 6. Upload Employee Information

#### 6.1 What is This Phase?

You will create employee accounts who will handle complaints in the system.

#### 6.2 Generate Employee Template

Step 1: Enter your tenant code

![](/files/KZbOe4yxqv6P96xUdFxv)

Step 2: Click "Generate Employee Template"

![](/files/fsdLf2Gg18jGeanNwcU2)

Step 3: Wait for template generation

The system creates a special template with dropdown menus based on your departments and designations.

Step 4: Download the template

#### ![](/files/wNIHd2NliO3RcnqUo77S)

#### 6.3 Understanding the Template

The template has multiple sheets:

| Sheet           | Purpose                                                                        |
| --------------- | ------------------------------------------------------------------------------ |
| Instruction     | Instruction given how to fill the Employee Master with all submaster and sheet |
| Employee Master | Fill employee data here                                                        |
| README - Roles  | List of roles (for reference) which use to add role separated by this commas   |

![](/files/ujqwAF6eoUnRysNS3ix4)

#### Note: Copy the role code from readme-role and paste it into the Employee Master sheet under the Role Name column (comma-separated) to assign the role.

#### 6.4 Fill Employee Data

Open the "Employee Master" sheet.![](/files/bAbZXlkMF4TmXbG3hd6K)

<br>

Fill in these columns:

| Column                 | What to Enter             | Example                 |
| ---------------------- | ------------------------- | ----------------------- |
| User Name\*            | Employee full name        | Rajesh Kumar            |
| Mobile Number\*        | 10-digit mobile           | 9876543210              |
| Password               | Login password (optional) | Leave empty for default |
| Department Name\*      | Select from dropdown      | WATER DEPARTMENT        |
| Designation Name\*     | Select from dropdown      | engineer                |
| Role Names\*           | Select roles              | GRO,EMPLOYEE            |
| Assignment From Date\* | Start date                | 01-01-2024              |
| Date of Appointment\*  | Joining date              | 01-01-2024              |
| Boundary Code          | Work area                 | PG\_CITYA\_Z1           |

Note: Date of Appointment should be before the assignment date

#### 6.5 Using Dropdown Menus

Click on a cell to see the dropdown arrow.

<br>

![](/files/ykeDfWiXVL0yiB8Pm4Nt)

6.6 Assign Role to an Employee

Roles define what actions an employee can perform in the system.

#### Steps to Assign a Role

1. Open the Employee Master sheet.
2. Go to the Role Name column.
3. Open the README – Roles sheet to view the available role codes.
4. Copy the required role code(s).
5. Paste the role code(s) into the Role Name column.
6. If assigning multiple roles, separate them using commas (,).

#### Example

| Employee Name | Role Name    |
| ------------- | ------------ |
| Rajesh Kumar  | GRO          |
| Anjali Verma  | EMPLOYEE     |
| Suresh Rao    | GRO,EMPLOYEE |

#### Important Notes

* Role codes must be entered exactly as shown in the README – Roles sheet.
* Do not add spaces between role codes.
* At least one role is mandatory for each employee.

#### 6.7 Date Format

Enter dates in this format: DD-MM-YYYY

| Correct ✅  | Wrong ❌     |
| ---------- | ----------- |
| 01-01-2024 | 1/1/2024    |
| 15-06-2024 | 15-Jun-2024 |
| 31-12-2024 | 2024-12-31  |

#### 6.8 Upload and Process

Step 1: Save the Excel file

Step 2: Upload in the notebook

![](/files/xmzQP7xpA6JQ2nIsXuvR)

Step 3: Run the processing cell

Step 4: Wait for completion

#### 6.9 Check Results

✅ PHASE 4 COMPLETE

&#x20;  Employees Created: 25

&#x20;  Users Created: 25

&#x20;  Roles Assigned: 50

<br>

![](/files/SoF6HpdnPwOTte1j9dbZ)


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