Hi there, I am about to get started on my first case and I was wondering what employee information do I need to have ready? Specifically, do I need to have their email addresses or their social security numbers before I get started?
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You will need to upload an employee census via and Excel .csv file. At a minimum the following fields are required: First Name, Last Name, Employee ID, Date of Birth, Hire Date, Address, City, State, Zip, Gender. Additional fields may also be included, click the View All Importable Fields button on the Employee/Member Import Wizard page.