Bulk Staff Import and Process

Bulk Staff Import and Process is a two-step workflow:

1. Upload a staff CSV file.
2. Process the uploaded file to apply staff changes in Manage1to1.

This workflow is typically used for mass staff updates tied to SIS or HR exports.

What this utility does

• Uploads a staff CSV into the system
• Processes the CSV to create or update staff user records
• Provides a delete option if the wrong file is uploaded

Files and templates

CSV Import Template

Use the CSV Import Template button to download the expected format.

Step 1: Upload the staff CSV

1. Navigate to Settings → System Utilities
2. Locate Bulk Staff Import/Update
3. Download the CSV Import Template
4. Populate the template with staff records
5. Upload the CSV using the upload area

Before you upload

• Confirm required columns match the template exactly
• Confirm building or location values match configured buildings (if included)
• Confirm staff identifiers are consistent with your authoritative export

Step 2: Process the staff CSV

1. Locate Bulk Staff Process
2. Confirm the system shows a file is present (and review the timestamp if displayed)
3. Click Process Staff Import
4. Validate results by checking a sample set of staff accounts

Delete option

If the uploaded file is incorrect:

1. Locate Bulk Staff Process
2. Click Delete Staff CSV File
3. Re-upload the correct file using Bulk Staff Import/Update

Verification steps

After processing, confirm:

• Staff accounts were created or updated correctly
• Role, permissions, and building assignments reflect your expectations (as configured)
• A sample of staff users can access the appropriate areas of the system (if applicable)

Screenshot

Example reference:

• /img/system-utilities/bulk-staff-import-process.png