Download Worker Template
Workers are the people that drive the vehicles that are used to make deliveries.
To make the initial entry of the workers easier, a spreadsheet is provided.
From the Integration menu, click on Download Worker Template. Then click on the Download button.
Load Worker Data
Use Excel to open the WorkerUpload spreadsheet.
Enter the workers into the spreadsheet.
Then delete the first line and save.
Field List
| Short | A short name to be used on forms. (Required) |
| Long | The worker’s full name. (Required) |
| The worker’s email address. (Optional) | |
| Phone | The worker’s phone number. (Optional) |
| Regular | The cost of a non-overtime hour including wages and benefits (Optional. If omitted, the default entered above will be used.) |
| Overtime | The cost of an overtime hour including wages and benefits (Optional. If omitted, the default entered above will be used.) |
After the workers are entered, delete line 2 from the spreadsheet and save as a CSV file.
Upload Workers
From the Resources menu, click on Workers.
Click on the Upload Workers link.
Click on the Select File button to select the that you saved and then click on the OK button.
Click the Upload button.
The number of workers added will be displayed.
If there are any errors (for example, a required field is omitted), they will be shown on this form.
Click the Close button and the workers from the spreadsheet will be displayed.
Run Worker List Report
Click the Report button on the top of the screen.
The Run Report ‘Worker List’ form will be displayed. This form is displayed for all report to give you the opportunity to exit without running the report. Click the OK button.
Click the View button to view the report and then click the Download button to save the worker list. This will be sent to the Brewery Routing support team later.