This article is designed for: User Type: Admins Device: Web Browser (Computer)

To add staff in bulk, you can import staff from CSV. Before you start, you need to download the CSV import template.

Downloading the CSV Import Template

1. Click on the Staff tab.

2. Click the Import Staff button to the top right of your screen.

Import Staff.png

 

3. Download the template by clicking the Download CSV Template HERE.

Download Import CSV.png

 

Populate the CSV file

1. Open the downloaded CSV file and populate all the fields. NOTE: You need to include the country code for mobile numbers, like the examples in the screenshot below.

CSV Data Example.png

 

2. Once complete, save the file as a CSV. NOTE: It must not be saved in any other format for RosterElf to accept the File.  

 

Upload File 

1. If you are no longer on the import screen in RosterElf, head back there by clicking on the Staff tab, then the Import Staff button to the top right of your screen.

2. Either drag and drop the CSV file into the upload space or click then select the CSV file from the location you saved on your PC and click Open.

3. Click Upload.

Upload Import CSV.png

 

4. Once complete, RosterElf will generate a report similar to one of the two screenshots below. RosterElf will display an error message if the CSV is not formatted correctly. In this case, you will need to go back, fix the CSV file and try again.

NOTE: The import will not take effect until you confirm in the next step.

Unsuccessful Import.png

 

5. Once you are happy with the report of staff to be imported, click the Import button on the bottom right of the window. Staff will be notified on their email to log in and download the RosterElf app.

Successful Import.png

 

Comments

0 comments

Please sign in to leave a comment.