Importing Staff

Context:  

If your staff do NOT sync from ProviderPro employees, you can import them from an Excel spreadsheet directly to Staff Scheduling or Time Tracking to add or update staff information and create their user accounts.

At a minimum, you need the following required columns to import new staff:

• Column A: Email Address
• Column B: Password
• Column C: PIN
• Column D: Code
• Column E: First Name
• Column F: Last Name
• Column G: Active
• Column H: Type

You can include other columns as well, if desired, such as Default Cost Center, Default Wage Type, Default Task, etc.

Here is an example file:

To import the staff:

Task:

1. Select Import from under the Staff menu and then select Staff.

   Step Results: The Import Staff pop-up opens.
   

2. Drag the Microsoft Excel file(s) you want to import or select Choose Files (to browse for the file) and click Upload.
   

   Step Results: When the file has been processed Done will appear beneath it if the import was successful.
   

   Otherwise, Errors will appear beneath it. If you click on Errors you can see what caused the import to fail (such as a missing password). In which case, you will need to make corrections to the import file and try again.
   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB