Completing the Emergency Contact Template

Modified on Tue, Jul 28 at 10:57 AM

Instructions for completing the template:

Expected file format:

Excel File
Columns may appear in any order
First row MUST contain the column names as described below
All required column must appear in the file. Other columns are optional.
Columns are not case sensitive. Description is the same as DESCRIPTION.
Existing staff are located by Staff Id or SSN

Details for data in the template:

Column	Sample Data	Required?	Notes
Staff Id	1000	YES	Staff Id field or SSN field is required.
SSN	123-45-6789	YES	Staff Id field or SSN field is required, Must be in the format '###-##-####'.
Last Name	Doe	No
First Name	John	No
Relationship Code	HUSBAND	YES	Can be reviewed / set on the Setup >> Codes >> Code Tables tab by searching for the Relationship Codes.
Email	test@gmail.com	No	Must be a valid email address.
Email type	personal	No	Options are 'personal', or 'work'.
Phone	7321234567	No	Must be in the format '##########' or '###-###-####'.
Phone Type	mobile	No	Options are 'mobile', 'land', 'fax', or 'pager'.
Address Line 1	1 Main Street	No
Address Line2	Apt 3	No
City	Jamesburg	No
State	NJ	No	Must be valid state code.
Zipcode	12345	No	Must be in the format '#####'.

Attachments (1)

EmergencyContactTemplate.xlsx
10.9 KB