1. Click on Import Staff

                               

Click on the "Staff" tab and you will notice at the top right of your screen an "Import Staff" button.

Simply click on it.





2. Download template

                               


Next, download the template by clicking "Download Template" button on the left of screen.





3. Populate the CSV file

                               

Open the downloaded CSV file and populate all the fields.






4. Save file in CSV format

                               

Once complete, simply save the file as CSV.

 NOTE: It must not be saved in any other format for RosterElf to accept the file. Excel etc not accepted.  







5. Upload File

                               


Click on "Upload Staff File" in RosterElf.






Then, select the CSV file from the location you saved on your PC and click "Open."





6. Review Upload

                               


RosterElf will generate a report similar to below to display staff details that have been imported.







If any staff were unable to be uploaded, RosterElf will display "Error" messages similar to example below.

In this case, you will need to go back, fix the CSV file and try again.





7. Click Import

                               


Once you are happy with report of staff to be imported, simply click the "Import" button on the bottom right of screen.