Scenario Process - Staff List - 1. Prepare Spreadsheet for Import

OVERVIEW:

The Staff list only needs to be imported when there are more than 10 staff members. If 10 or less you can manually enter these straight into their staff list. Here is how you add new staff members manually:

HOW TO:

What to have ready for editing the staff list ready for import

1. Delete all columns and rows that aren't being used.
2. Any number columns need to be changed to a text column. Highlight the column and click Format, then Number, then select Plain Text (see below)

   

3. Insert Columns that we need for the import. These are Company info, Short Code, Status & Location Assigned to.
4. Copy and paste these headings from the template so no spelling errors occur.
5. Fill these columns with the correct info:
6. COMPANY INFO Column: Copy the company name as it is EXACTLY in Scaflog. Companies list is here: https://creatorapp.zoho.com/100rails/goscaffold/#Report:SA_CSI_Companies.
7. SHORT CODE Column: Give all employees a short code. you can use the first letter of their first name and the first two letters of their last name for this. you cannot have duplicates.
8. STATUS Column: Status should be set to Employee. if they have contractors then they would be set as a Contractor. The spelling of these MUST MATCH what we have in Scaflog.
9. LOCATION ASSIGNED TO Column: Copy the location name or names into the fields for the employees. The location name must match what is in Scaflog EXACTLY. You can find the location here: https://creatorapp.zoho.com/100rails/goscaffold/#Report:Locations_List.
10. For the rest of the columns make sure their headings match what we have in the template spreadsheet by copy and pasting the heading. (e.g. They may name their Email column "Email Address". This wont allow the import to work so we name it "Email" so the heading matches the Scaflog import headings)
11. Now advise the CSI Co-ordinator to check over so they can import into Scaflog.