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Import/Export Custom Tab Field Values and Employees

Dylan B.
  • Updated

SchoolFront Users with Administrator Role are able to Create/Initiate Custom Tabs.

 

SchoolFront Users with Administrator, HR Admin, and HR Team Roles are able to Create/Initiate Custom Importing.

 

You would want to do this for the purpose of collecting and storing data that is not readily available in the system. With Custom Tabs, you can also create custom notification markers based upon your imported information.

 

Custom Tabs:

  1. Login to SchoolFront as an Administrator.
  2. Navigate to Feature Administration > Staff > Custom Tabs.
  3. Select "New Custom Tab".
  4. Enter a name for your custom tab and enable it.
  5. Field Types: Utilize up to 10 of each field type per custom tab 
    • List Fields: Pre-populate selections in a drop-down for the user to select (multiples not allowed)
    • Text Fields: Short (max 100 Characters)
    • Date Fields: Short Display (ex. 8/15/2018)
    • Yes/No Fields: Shows one checkbox for Yes answer, if unchecked - response will be No
  6. Tab Sections: Header name for major sections of the custom tab.
    • Example: Emergency contact tab sections - Contact 1, Contact 2
    • Select "Tab Sections" Tab > then "New Custom Tab Section"
    • Create your Tab Section Name & Save
  7. List Items: Items available within a List Field can be created here.
    • Select "List Item" Tab > then "New Tab List item"
    • Select previously created list name
    • Give your list item a name, description & Save.
  8. Details Tab: How to setup a custom tab field.
    • After naming your custom tab, navigate to tab sections and create your first section.
    • Navigate back to the details tab and choose a relevant field type.
    • Check box to enable
    • Fill "Alias": This is what the field will display as.
    • Assign each field a section & Save.

 

 

Import Tool:

  1. Login to SchoolFront as an Administrator Or any HR Role.
  2. Navigate to Human Resources > Export/Import Employees.
  3. Download the template excel file and fill it with the information to be imported. 
  4. Under "Custom Tab Import" select "Choose File".
  5. Here you can upload an Excel file to populate your newly created custom fields
    • Make Sure Field Names/Alias match your column names within the Excel doc.

 

Import Employees:

1. Login to SchoolFront as an Administrator Or any HR Role.

2. Navigate to Human Resources > Export/import Employees.

3. Download the template excel file and fill it with the information to be imported. 

4. Under "Employee Import" select "Choose File".

5.Here you can upload an Excel file to populate your user fields.

  • Make Sure Field Names/Alias match your column names within the Excel doc.

 

Export Employees:

1. Login to SchoolFront as an Administrator Or any HR Role.

2. Navigate to Human Resources > Export/import Employees.

3. Download the excel file labeled "Current Data Sheet"

4. An Excel file will download containing all employees and all necessary fields.

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