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Bulk Employee Upload

If you have many employee accounts to link to EmployeeTrack, you can create a Bulk Employee File and upload it on the Link Employee page. A Bulk Employee File lets you send multiple invitations at once to employees whose accounts you want to link to EmployeeTrack.

This file is a comma-separated values (CSV) text file that you create and contains information about the employees whose accounts you want to link. When you use a Bulk Employee File, the employees will still have to accept the email invitations to join EmployeeTrack.

To link multiple employees to EmployeeTrack using a Bulk Employee File

1. Create a text file formatted as a CSV file.
   
   The text file must contain one record for each employee account, and one record per line. Each record must contain the following fields:

• Employee Account Number
• Employee First Name
• Employee Last Name
• Employee Email Address
• Relationship (The relationship must be Employee, Spouse, Family Member, Friend or Other. If it is not one of these, it will default to Employee.)
• An optional Employee Reference ID.

2. Save the file with a .csv extension.
3. Log into EmployeeTrack Management, click Manage Employees > Link Employees > Bulk Employee Upload.

4. Click the Browse button, then select the *.csv file you created earlier.
5. Click Upload.
   
   Each employee account in the uploaded Bulk Employee File is listed on the page by account number, name and result (Success, Account/Name Not Found).

If you experience difficulty linking accounts, contact IB at employeetrack@interactivebrokers.com.

 

For more information

• Users' Guide