Location
To update staff, you will need to export a list of staff first, to do this go to User on the main menu. Then select staff members.
Instructions
Then export the list of users, enabling you to change multiple items in one go. Click on the export button, and when the pop-up appears, select the option to ‘Staff Import Excel Sheet (All Staff)’.
This will then allow you to download all staff members and their information into an Excel spreadsheet.
See the fields explain tab to find out what each field does.
N.B: When you export- there is a user ID against each user in the system- this is used to reimport them and match the account this should not be removed. If you remove this there is a possibility you will create a duplicate account.
Save the changes you have made to Excel document to your PC and then go back to the Users, Staff Members, and select the Import User button.
Select the file you have just saved and then Click Validate, if the validation fails, it will show you what the errors are on each row.
This will then update the staff member with any additional information you updated on the spreadsheet.
If the import is still not working, usual issues are:
Line Manager can not be found, this is where the system has the name such as Joseph Bloggs and the line manager on the spreadsheet has been entered as Joe Bloggs.
The line manager's name must match the one used in the system.
Staff User rights can not be found, again, this can be where the user rights have been added as 'Support' but the system has the rights as 'Support Staff’.
Once the errors have been corrected, try the import again.
Once the validation is successful, click the Import to complete the action.
