StaffSafe - Import StaffSafe Employees

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StaffSafe - Import StaffSafe Employees

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Overview

 

Import employee details into SOPRANO MEMS from an external CSV file.

 

 

 

Click the 'StaffSafe' tab at the top of the interface to open the StaffSafe drop-down menu.

 

Click 'Import Employee' to open the 'Employee Import' screen and begin importing employee details.

 

 

 

 

Description

 

Employee Import  

                             

 

 

 

Before you can import employees, you must create a .csv file in Excel which contains all the required information.

 

There must be no more than one value per cell. Each row represents one employee; each column represents a field in a new employee record in SOPRANO MEMS.

 

Include all mandatory information, and any optional information.

 

Any of these values can be included as a column in your .csv file.

 

 

General Information

First Name

 

First, or given, name.

 

Last Name

 

Surname, or family name.

 

Phone

 

A mobile or landline phone number. This is a secondary or alternative number which is stored but not used by SOPRANO MEMS.

 

Fax

 

Optional fax machine number.

 

Mobile

 

Primary mobile number in international format.

 

Driver's Licence

 

Optional driver's licence number.

 

Alias

 

A nickname or alternate name (e.g. if name is Edward Wood Jr, nickname might be 'Ed').

 

Email

 

Primary email address.

 

Timezone

 

Select from the drop-down menu. Timezone should match the recipient's location.

 

Currency

 

Select the correct denomination. This is the currency the employee is paid in.

 

Number Plate

 

Optional vehicle licence plate number

 

 

 

Mailing Address

Street/Suburb

 

The physical street address for correspondence (e.g. 100 Walker Street, North Sydney).

 

City

 

The city or town of residence (e.g. Sydney, New York, London)

 

Country

 

Country of residence (e.g. Australia, United States, Singapore)

 

Zip/Postal Code

 

Mailing zone number or code for the state (e.g. 2060, CA)

 

 

 

Description Information

Description

A free-form field for any other useful information about the employee.

 

 

 

Employee Details

Employee Number

 

User's unique employee identification number

 

Title

 

Employee's job title.

 

Cost Centre Label

 

Label used to identify an employee's cost centre (if applicable).

 

Cost Centre ID

 

Identifier for employee's related cost centre (if applicable).

 

 

Once you have typed/pasted all the employee information you want to import, save the spreadsheet as a '.csv' file type.

 

 

Upload CSV File

 

Locate and select the saved .csv file on your local or network drive.

 

 

Navigate to find a file on your computer or network.

 

Source File Encoding

 

Default is 'US-ASCII', which supports all English characters. Select an alternative if you need to support international/foreign characters.

 

First Line is Header Line

 

Tick this box to ignore the first line of your .csv file when uploading (e.g. if first line contains column headings and not actual employee information).

 

 

 

Once all required fields are complete:

 

 

Begin importing data.

 

 

Discard all changes and exit.

 

 

 

Map Employee Details

Map the required information from your CSV file to the matching fields. Some fields contain drop-downs which cannot be mapped. Choose the required pre-existing option from these fields.

 

Once all required fields are complete:

 

 

Remove all existing data and replace with the imported file.

 

 

Keep the existing data and add only new data from the imported file.

 

Please note: A license may be required in order to view or use the above features.