Importing staff data

If you have existing data on your staff members, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into eymanage, but it may be better to download the staff import sheet attached to this article.

1. Click on  Staff in the sidebar.
   
2. Click on the  icon in the top right to go to the import page.
   
3. Click on Browse to select a CSV file to import and Open it.
   
4. Click Next to see a summary of all the data from the CSV file.
   
5. Click on the drop-down menus to choose which fields in the staff profile each column of data aligns to. The First Name and Last Name fields are mandatory and must be selected to continue with the import.
   
6. Check Skip if you don’t want a particular column to be imported to the profile.
   
7. Click Next.
   
8. On this page, you'll be able to edit any of the data you’ve imported.
   
9. Click Next again to finish the import.

Not all options and fields can be filled in during an import. Certain things, like checking Create eymanage Staff Login, must be done on the staff profile.

• Related Articles

• Importing child data

  If you have existing data on children, you can import them into the system all at once. You can do this yourself, but it's recommended that you contact the eyworks team if you want to import data. Technically, you can import any CSV file into ...

• Importing deposits

  Your nursery may receive deposit payments from a lot of parents at once. In these cases, eymanage lets you import the deposits in bulk. Click on Children in the sidebar Click on the icon in the top right to take you to the import page. Click on the ...

• Importing opening balances

  Parent debt and credit can be added as opening balances to the system. If you’re just getting set up with eymanage, you may have a lot of opening balances to add for existing parents, in which case you can import the data in bulk. Click on Children ...

• Downloading data from eymanage and eyenquiries

  What follows is a list of the kinds of data you can download off eymanage, from where, and in which formats. With eymanage, you can either download data directly from a section of the system, or generate the data you need from the Reports tab. You ...

• Creating an eymanage staff login

  When filling in a staff member’s profile, you have the option to create an eymanage staff login for them. This way, staff members can access a limited version of eymanage using the Primary Email entered into their profile. You will need to create ...