The feature of Importing and Exporting Attendance in SchoolFront's Time & Attendance allows for the exported Attendance information already in a district's financial system (or source of record for Attendance) to be imported into SchoolFront's Time & Attendance. Likewise, the feature allows for the Attendance information in SchoolFront to be exported and imported into the financial system so that both systems have the same information regarding Accruals / any Attendance transactions. This is important so that regardless of which system an employee checks to view the data, the same information is reflected.
Applicable Roles:
- Administrator
- HR Administrator
- HR team
- Business Office
- Navigate to Time & Attendance / Import/Export / Attendance Import/Export:
- Download the Excel file labelled "Empty Data Sheet" to get the proper file format and complete the grid yourself, or download the Excel File labeled "Current Data Sheet" to get the list of existing items and export:
- Save the file to a location on your computer as you will need to access later.
- Open the file from the saved location, make the additions and edits, and then save and close the file.
- Required Columns on the Excel File should be in this order. Do not include other columns or change column headings.
- Employee Name - Must match employee's name in SchoolFront
- Employee ID - Must match employee's ID record in SchoolFront
- Position - Must match a valid position in SchoolFront
- Attendance Group Name - Must match a valid group in SchoolFront
- Code - Must match a valid code in SchoolFront
- Date - Date absence occurred
- Time Entry - The amount of time for the employee's attendance transaction
- Time Units - Days, Hours, Minutes
- Import Type - Accrual or Attendance
- Accrual Type - Type of accrual (Sick Bank Contribution, Earned Accrual, etc.)
- Scheduled Time - Original start time
- Comment - Comments
- Required Columns on the Excel File should be in this order. Do not include other columns or change column headings.
- Click in the Import box and select the saved file from the directory or drag and drop the saved file into the Import box.
Click the "Preview Import" button. You will then be presented with the items in the file as shown in the example below. You can review the information to validate your changes. If any required columns are missing, they will be listed as errors and the "Import Data" button will not be available. Extra columns will be listed as warnings and ignored:
- Click the "Import Data" button to continue or the "Cancel Import" button to prevent the data from being updated.
- You will then be presented with the Import Summary, listing the number of rows processed and whether they were Skipped, Inserted, or Updated. You may also be presented with row-specific errors, should any exist. It will list the row number, column name and the problem with the data. An example of this would be an email address that is not in the proper format.