Upload Staff

The staff upload process creates staff users in bulk by uploading a .csv file.

Role Required: District Administrator or School Administrator 

This feature is for Self-Serve Rostering customers only.

1. Navigate to Manage in your administrator account.

2. Select Schools and then choose the school that requires the staff upload.

3. Select the Staff icon.

4. Click the Options button and select Upload Staff Users from the drop-down menu.

5. Download the file template and complete according to the instructions below. Note: Do not remove any columns or alter any of the column headers in the template file.

6. Once your staff file is complete, click the Select File button and select your completed .csv file.

7. Click the Upload button.

If your file does not pass validations, select Remove File, correct the identified errors, resave your file, and try to upload again.

If your file passes validations, you will be redirected back to the Staff tab. A banner at the top of the Staff tab will show the current status of your upload.

When the upload is complete, the banner will indicate if there were any errors processing your file. If so, you can download the sync report to review the errors.

You can also check the status of current or past uploads at any time by clicking the Options button on the Staff page and selecting View File Upload Status from the drop-down menu.

For instructions on how to download and view staff sync reports, read this article: Understanding Staff Sync Reports

File Requirements

In order for your file to upload successfully, your file must meet the following criteria:

Must be in .csv format
Maximum file size is 2 MB
Contains a maximum of 1000 rows
Has the correct headers: staffId, firstName, middleName, lastName, email, role, username, password
Cannot be empty
Contains data in all required columns (denoted with an asterisk *)

Data Requirements

Field	Requirements
Staff ID*	Must be unique to the district Supported characters: [a-z]  [A-Z]  0-9
First Name*	Maximum of 250 characters
Middle Name	Maximum of 250 characters
Last Name*	Maximum of 250 characters
Email*	Must be unique to the platform  Must be in email address format (name@domain.com)  Supported characters:  [a-z]  [A-Z]  0-9  hyphen, underscore, plus, dot, @
Role*	school_admin (input exactly as shown)
Username*	Must be unique to the district  Cannot be an email address  Minimum of 5 characters  Maximum of 100 characters  Supported characters:  [a-z]  [A-Z]  0-9  hyphen, underscore, plus, dot
Password*	Minimum of 8 characters  Must contain at least 1 lowercase letter  Must contain at least 1  number

Tips

This process cannot update existing school administrators; it can only create new school administrators.
Do not make any changes to the template file headers or your upload will not process.
School administrators will not receive an email that their account has been created
The "Staff ID" field maps to sis_id in our system. Sis_ids should never be changed or reused for different users. If you need to change a user's sis_id or reuse a sis_id (not recommended), contact your Digital Implementation Specialist for guidance on making this change.