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 the system, 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 from within the system.

• Related Articles

• Importing bank holidays

  For the sake of ease, you can add bank holidays to your nursery all at once. Once added, these will apply to all calendars across the system, which removes the need to add bank holidays to terms individually. Click on Calendar in the sidebar. Click ...

• Staff email template glossary

  What follows is a list of placeholders that can be used when creating custom email templates for staff in eypeople. Note that not every placeholder is usable by every template format, and that any placeholder without corresponding data will return ...

• Staff grid/list/map views

  There are three ways you can view the information on the Staff page: Grid view, List view, and Map view. To change between them: Click on the green drop-down menu in the top right (this will be labelled either Grid, List, or Map depending on what ...

• Customising the staff profile form

  eypeople lets you customise the fields in the staff profile form through settings. In the top right, click on > System Settings. Click on HR in the sidebar. Click on Profile Form Setup. Uncheck the Visible box for any field you don't want to appear ...

• Understanding the eypeople dashboard

  The dashboard is the default screen you arrive at when you sign in. You can also navigate to it from any point in the system by clicking on Home in the sidebar. The screen is split into two information modules that help keep you up-to-date on your ...