Employee Census Agent Action
Build a complete list of all eligible employees before generating a quote. Four flexible input methods are available — choose the one that fits your workflow best.
- Option 1: Add Manually — ideal for small groups or adding individual new hires
- Option 2: Bulk Upload via Excel — recommended; fastest way to add many employees at once
- Option 3: Employee Census Link — self-entry links to reduce data entry errors
- Option 4: Printable QR Poster — great for employees not at a computer
- Review the full employee list in the main table for accuracy before proceeding
- Proceed to the Quoting page once census is verified and complete
Management Tools
Filter & Search: Search by name or email. Use the status filter to find employees with
errors. Delete All: Click the "Delete All Employees" button to clear the roster at once.