Create the take-on file

1. On the Navigation pane, expand Utilities
2. Expand Batches
3. Double-click Employee Take-On
4. Ensure the take-on script is Employee Take On (not Address Take On)

Complete the batch

1. Browse for the file in the selected location
2. Open the file in Excel
3. Complete address fields from left to right
   • You can add up to three addresses per employee
   • Use columns CP–DL for Address 1, DM–EI for Address 2, EJ–FF for Address 3
4. Mark address type columns as TRUE or FALSE
   • Use Work: CP, DM, EJ
   • Use Physical: CQ, DN, EK
   • Use Postal: CR, DO, EL
5. Complete mandatory fields such as Street/Farm Name and Postal Code
6. Save and close the Excel file

Import the batch

1. Return to Employee Take-On
2. Select Import and choose the updated file

Verify the batch

• Only employees without errors will be updated
• If the systems detect errors, correct the Excel file and re-import

Process the batch

1. After verification, select Process
2. You can check that all fields are updated correctly on the Employee Detail Screen
3. Set the update option to Create/Update