The Import Tool allows you to mass import data into custom employee file tabs through an excel spreadsheet. Custom Tabs are created by the Solution Architect or SchoolFront Support and they are permanent. The Import Tool allows the district to choose the column data to match against, as the excel column sheet headings MUST match the heading fields in the custom tab. It is also suggested that districts use one of the following Identifiers: Staff ID, Last Name, First Name when importing.
Applicable System Roles
- HR Admin
- HR Team
You can also export data from SchoolFront Forms (it must be a read-only grid) into an excel sheet and then that information can be imported into the custom tab.
Navigate to: Import/Export / Export/Import Employees
- In the Employee Custom Tab Import Section click inside the box to insert the file (or drag and drop the file you wish to use)
- Once uploaded and the name of the file is visible in the window, click "Preview Employee Custom Tab Import"
Tip: The excel headings must match your field headings in your custom tabs
- If the data imported correctly, click Import Data
- The Import Summary will confirm your data is now in the system
Navigate to Active Employees, and the imported information will now be in the custom employee tab of each of the employees included in the import:
Tip: If changes to the information need to be made, or the custom tab has been created with editable fields, click the edit link and then Save when completed.