You can import your Employee Contact List to the EHS-Dashboard™. This list can be used as the current employee count for calculating Incident Rates and DART Rates under Performance > Safety. For use in Safety metric calculations, the Contact List should be updated monthly. The Contact List can also function as a user access list for accounts with universal sign on integrations (talk with your EHS-Dashboard™ Project Manager for implementation of this option!).
Required fields include:
- Contact ID - This is a unique identifier for each employee
Optional fields include:
- First Name
- Last Name
- Email Address
- Facility
- Job Title
- Manager Name
- Manager Email
- Country
- +More - any additional columns added to the import template will be associated with the contact record
To Import a Contact List follow these steps:
1. Click on your company name in the upper right hand corner to access the Admin menu
2. From the Admin menu under "Manage Data Sources" click "Contact List"
3. If you do not have a template already, you can download one from the EHS-Dashboard™! Simply click "Download Template"
4. Complete the excel template with at minimum a Contact ID for each individual, then save to your computer
5. Click the "Import List" button
6. In the import dialog box, select both the Month and the Year that applies to the list you are importing, and click the browse button to locate the excel spreadsheet you already completed and saved to your computer.
7. Click "Upload" and your contact list will be populated in the EHS-Dashboard™!
**Note, click the "Last Update" button in the upper left corner of the table to view import history.