Completing and Formatting the Employee Census - Guided Setup
All fields below in blue are required fields on the census. Be sure to use the template from BerniePortal, and do not alter any of the existing formatting.
First Name
Middle Initial
Last Name
Preferred Name
SSN
Street
City
State
Zip
Email
Birth Date
Hire Date
Salary
Salary Type - select an option from the dropdown menu.
Hire Type - select an option from the dropdown menu.
Job Title
Gender - select an option from the dropdown menu.
Time Zone - select an option from the dropdown menu.
When the spreadsheet is populated, follow the steps below to format the data you've entered on the census:
Do not include the person who signed the MSA on the census. Their account was created when they signed the MSA.
SSNs can be entered as 111111111 or 111-11-1111.
Remove all commas and dollar symbols from employee salaries.
States can be entered with the appropriate two letter abbreviation or the full name (TN or Tennessee).
Gender can be entered as “Male,” “Female,” “M” or “F”
Make sure birthdates are in mm/dd/yyyy structure.
Make sure hire dates are in mm/dd/yyyy structure.
To convert to the mm/dd/yyyy, use this formula =text(cell,“mm/dd/yyyy”).
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