You can update multiple staff records at once by exporting them, making changes in Excel, and re-importing the file.
Note: Always keep the USR ID column intact during export and import to prevent creating duplicate accounts.
Go to Users then select Staff Members.
Click Export.
In the pop-up, select Staff Import Excel Sheet (All Staff).
Download the Excel spreadsheet containing all staff records.
Note: Use the Fields Explain tab in the spreadsheet to understand what each field does.
Open the exported spreadsheet.
Make changes to the staff records as needed.
Important: Do not remove or alter the USR ID column - it is used to match existing accounts.
Save the updated Excel file to your computer.
Return to Users then select Staff Members.
Click Import Users.
Select the updated Excel file and click Open.
Click Validate to check for errors.
Common issues:
Line Manager Not Found: Ensure the line manager’s name matches exactly as it appears in the system (e.g., “Joseph Bloggs” vs “Joe Bloggs”).
User Rights Not Found: Ensure user rights in the spreadsheet match exactly what exists in the system (e.g., “Support Staff” instead of “Support”).
Correct any errors and re-validate.
Once validation is successful, click Import to update all staff records.
The system will update existing staff with the new information from the spreadsheet.