Importing Staff Qualifications

Context:

If your staff qualifications do NOT sync from ProviderPro , you can import them from an Excel spreadsheet directly to Staff Scheduling to add new qualifications as well as to update the expiration date of existing qualifications.

Note: The qualification in Staff Scheduling must has a Qualification Category assigned to it with a type of "User Defined." You cannot import staff qualification for qualification with a category of type training, position or third-party.

The columns in the spreadsheet should be as follows:

Column A: Employee (Staff) Code
Column B: Expiration Date
Column C: Qualification Description

Here is an example file:

To import the staff qualifications:

Task:

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

Step Results: The Qualifications pop-up opens.
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 Staff or Qualification that doesn't exist or is inactive).