Importing staff list (CSV file)

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Importing staff in bulk using CSV


Learn how to add staff members in bulk by importing them from a CSV file.

This article explains the process of importing staff members in bulk using a CSV file in RosterElf. By following these steps, you can save time and streamline the process of adding multiple staff members to the system. The guide will walk you through downloading the CSV import template, populating it with staff information, and uploading it back into RosterElf. You will also learn how to ensure the data is correctly formatted to avoid errors during the import.


1. Downloading the CSV import template


Start by downloading the template required for importing staff.

Before you can import staff in bulk, you need the correct CSV template from RosterElf. This template ensures the data you enter is properly formatted for successful import. Follow these steps to download the template.

1.1 Steps to download the CSV template

1.1.1 Click on the Staff tab in the RosterElf dashboard.

1.1.2 Click the Import Staff button at the top right of the screen.

1.1.3 Download the template by clicking the Download CSV Template. Click HERE.


2. Populating the CSV file


Fill in the required details in the downloaded template.

Once you have the CSV template, populate it with your staff details. This ensures the staff data is correctly formatted for RosterElf to process. Make sure to include accurate mobile numbers with country codes.

2.1 Steps to populate the CSV file

2.1.1 Open the downloaded CSV file.

2.1.2 Populate all required fields with staff details. Note: Include the country code for mobile numbers as shown in the template examples.

2.1.3 Save the file as a CSV format. Note: RosterElf will only accept files saved in the CSV format.


3. Uploading the CSV file


Upload your populated CSV file to add staff to RosterElf.

After populating the CSV file, the next step is to upload it into RosterElf. This section outlines how to upload the file and check for any errors in the data format.

3.1 Steps to upload the CSV file

3.1.1 If you are not already on the import screen, go back by clicking the Staff tab and then the Import Staff button.

3.1.2 Drag and drop the CSV file into the upload space, or click the area to select your saved CSV file.

3.1.3 Click Upload to start the import process.

3.2 Review and confirm the import

3.2.1 After uploading, RosterElf will display a report summarising the import process.

3.2.2 If the CSV format is incorrect, an error message will appear. Fix any errors in the CSV file and re-upload.

3.2.3 Once the report is satisfactory, click the Import button at the bottom right of the window. Staff will receive an email invitation to log in and download the RosterElf app.


Frequently Asked Questions about Importing Staff in Bulk


1. How do I download the CSV template for importing staff in RosterElf?
To download the CSV template, click on the Staff tab in the RosterElf dashboard, then click the Import Staff button at the top right of the screen. You can download the template by clicking the "Download CSV Template. Click HERE." button.

2. What information is required when populating the CSV file for staff import?
When populating the CSV file, you need to include details such as staff names, email addresses, and mobile numbers with country codes. Ensure all required fields are completed as shown in the template examples.

3. Why is my CSV file not uploading correctly in RosterElf?
If your CSV file isn't uploading, it could be due to incorrect formatting. Make sure the file is saved in CSV format and that all required fields are properly filled. RosterElf will display an error message if any data needs correction.

4. How do I upload a populated CSV file into RosterElf?
To upload your CSV file, click on the Staff tab and then the Import Staff button. Drag and drop your file into the upload area or click to select the file, then click Upload to begin the import process.

5. What happens after I upload the CSV file to RosterElf?
After uploading the CSV file, RosterElf will provide a summary report of the import process. If there are no errors, click the Import button. Staff members will then receive an email invitation to log in and download the RosterElf app.

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