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Account

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Departments/Buildings

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Observation Types

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Rubric Instruments

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Finalization Groups

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Forms

Checklists

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Walk-Through Tools

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Staff Import

 For initial district setup and for districts with high volume of new staff.

Existing districts with a high volume of staff turnover have the option at the beginning of the school year to import new hires into the system using the onboarding staff import.

Watch a short tutorial: Staff Import

Step-by-Step:

Add New Hires Using the Onboarding Import Template

Hover over Utilities > Click Onboarding

Click “Staff Import” in the left column menu

To review current staff on file for your district > click the underlined link at the top of the page > Click the link again to close the roster

  • To add staff members, download the Import Template by clicking the blue link

  • Open the template downloaded on your device and complete all the fields marked required

Please reference the examples listed on the sheet as you populate your staff

Once complete, save the template to your device

Next, you will need to upload the completed template back into the system as an attachment

  1. Give the attachment a name such as (school year)_New Hires

  2. “Choose File”

  3. Click “Upload Attachment”

  4. In the textbox add any notes, additional information or questions if needed

  5. Change the Status to “Request Review” in the dropdown

  6. Click “Save”

  7. A red box with an R next to Staff Import in the left column will display indicating the staff import is ready for review.

Please note that the onboarding staff import is utilized to add new user accounts, it does not remove accounts of non-returning staff. To remove non-returning staff, it is recommended to use the Multiple Change Engine at the beginning of a new evaluation cycle.

District Calendar

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