Staff Upload

From Wiki

The quickest way to add staff names to your rota is to use the import facility. This is based on a simple MS Excel (TM) format.

The link to Staff Upload is found at the bottom of the Staff List.

Step 1 - Download the template Excel file

Click on the newstaff.zip link. This gives you an Excel file in the correct format on which you can paste or type your staff.

Step 2 - Enter your staff details on the spreadsheet

The following data may be entered

Title	Optional, use Mr, Mrs, etc.
First Name	Required
Last Name	Required
User Name	optional. If left blank will use the format firstnamelastname.
Password	Optional. If left blank, will use first name.
User Level	Optional, will default to 4. Valid entries 0,1,2,3,4
email	Optional, a valid email address
SMS	Optional, a mobile (cell) phone number
Min/Max hours	Optional
Job Title	Optional, if name doesn't match an existing job the job title will be created.
Location,	Optional, if the location doesn't match an existing location, a new location will be created.
UDF1,UDF2,UDF3	Optional, user defined fields are often used for employee numbers, home phone numbers, next of kin details etc.

CAREFUL! You can rename the spreadsheet to anything you want, but DO NOT rename either the sheet called Staff, or any of the column names in line 1.

Step 3 - Upload your spreadsheet

After the file is uploaded, the result of the upload will be displayed.