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

Step 2: Click "Generate Employee Template"

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

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

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.

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.

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

Step 3: Run the processing cell

Step 4: Wait for completion

6.9 Check Results

✅ PHASE 4 COMPLETE

Employees Created: 25

Users Created: 25

Roles Assigned: 50