How can I add more than one staff member at a time?

Super Users can add from 1 to many staff using the `Bulk Import` tool, this feature will save time entering your staff for your company to the system

How to `Bulk Import` tool staff to the system.

Sign in to WhosOff and click Administration

Administration page > in the Manage Staff Members section click Bulk Import Staff

Bulk Import New Staff page > Step 1 - Download the staff template file from the link on the page

Bulk Import New Staff page > Step 2 - Complete the spreadsheet paying attention to the columns marked as below as `required`. Save your template.

 ColumnNotes Required
 Staff Code  NO
 Title  YES
 First Name  YES
 Last Name  YES
 Email AddressMust be in a valid address format YES
 PasswordAt least 4 characters, alpha numerics only YES
 DepartmentThe name of the department on WhosOff, if the entered department does not
match, the staff member will be entered into the `UNALLOCATED` department
 YES
 Approver The name of the staff members approver, FIRST NAME LAST NAME, e.g John Smith YES
 User Type Select the user level to assign to the new staff YES
 Allowance Type Please specify whether the users time will be managed in Days YES
 This Year - Opening The opening leave balance for this year, for this staff member YES
 This Year - Remaining The remaining leave balance for this year, for this staff member YES
 Next Year - Opening The opening leave balance for next year, for this staff member YES
 Next Year - RemainingThe remaining leave balance for next year, for this staff member

 YES

Bulk Import New Staff page > Step 3 - click the `Browse` button and find the template on your PC / MAC. Click `Prepare Upload` and your template will be uploaded to  WhosOff.

Bulk Import New Staff page > Step 4 - After the staff have been uploaded, the system will check for any issues i.e incorrect email format, duplicate emails. If you receive errors, you may either adjust your template locally and re-submit or continue to import staff (if do continue, any staff with errors will not be uploaded)

Bulk Import New Staff page > Import Staff - if you wish to send a welcome message to each new staff member check the `Send welcome message` box. Then click the Import Staff button and all staff with that have passed the system tests will be imported onto your account. After the staff have been imported, a confirmation of how many staff will be displayed next to the `Import Staff` button.



REFERENCE
W02569_N14361
CATEGORY
Premium
KEYWORDS
bulk,multiple,staff,import

CREATED
29.SEP.2011
REVISED
30.SEP.2011


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