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There are multiple ways you can add staff to the system. You can add staff manually one at a time or via the import wizard. Learn the process of importing, fixing import errors and completing a successful import of staff


Adding Staff – Manually

Staff can be added to the system by adding a first name, family name, email address and password and hitting the add staff button. After adding a staff member their staff account can be accessed by entering the username and the password. When initially adding a staff all the profile tabs (such as the staff pictures, financial details and so on) are disabled, after successfully adding a staff member you will be able to search for that staff member via the search staff feature. All the profile tabs will be available for edit and update after the staff is created.

 

Adding Staff – Multiple Via The Import Wizard

Multiple staff can be imported into the system via a .csv file. To access the import staff function access the “Manage Staff” menu then select “Add Staff”. On the Add Staff page an import staff tab can be found on the right of the screen.

On the import staff page you will find a downloadable sample CSV file. This file can be opened in a program such as Microsoft Excel and edited to reflect your own staff profile information. The minimum requirement for importing a staff profile must contain a first name, family name and email. If other fields are left blank the data in the staff profile will also be blank.

When your CSV file is prepared and ready for import select the attach file button and browse to your file. After import the below screen will appear.

 

ImportScreen

 

The import wizard allows you to line up the CSV columns with the system columns. The CSV columns are listed on the left with the system columns on the right. The column and the the first line of the CSV are displayed to ensure your import data looks correct before committing the import to the system. If you are happy to import click the “Verify Configuration” button.

 

Error On Import

The export wizard will perform data validation when importing to ensure it doesn’t pick up any incorrect data. Error checks are performed on relevant columns such as the gender column would look for a m, f, male or female, if results other than the expected results an error will appear. To review your errors click the download error report. The error report is downloaded as a text file explaining the errors found, the place the error appeared on the CSV and the expected result for that column. If you are happy to proceed with the import even with the errors you can proceed with the import by clicking the “Verify Configuration” button. It is advised you review the error report, make changes to your CSV file and re-import the file.

 

ImportScreenError

 

 

Success On Import

The export wizard will perform data validation when importing to ensure it doesn’t pick up any incorrect data. Error checks are performed on relevant columns such as the gender column would look for a m, f, male or female, if results other than the expected results an error will appear. If no errors are found you will get the message “Yea – We found no issues with your data” and a Smiley Face :). Hit the commit import button and your staff data will be imported into the system and the corresponding staff accounts created.

 

ImportScreenSuccess