The following instructions illustrate how to Import Employees data into SchoolFront.
Applicable System Roles
- HR Admin
- HR Team
Prerequisite Step(s)
To simplify and ensure your employees are imported correctly, speak to your Solution Architect about getting a basic Import template for districts that use either WinCap or nVision. Using the template as a guide, save as a new Excel File with the Employee Data you wish to import to your computer.
Navigate to: Import/Export / Export Import Employees
- In the Employee Import section, drag and drop the file in the box, Upload Employee excel file (or click inside the box to bring up a directory of your computer to locate where the file is saved)
- Once the File Name has populated in the box, Click Preview Employee Import
You will then be presented with the items in the file to review and validate any changes:
- Click Import Data
Note: If there are any required columns 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 Cancel Import button to prevent the data from being updated
Once the Imported data has been validated and imported correctly, you will then be presented with the Import Summary: