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New Staff Import

New Staff Import

Purpose: Add new hires to Evaluation.

This module will not unlock until all previous modules are complete. New staff should not be entered until you have completed Rollover.

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A. Click on New Staff Import

B. Manually add staff members in Utilities > Account Manager

C. Click Import Template and utilize the Relevant IDs and Codes to complete an csv Excel file.

D. Once the Import Template is completed, click New Staff Import Request and upload the file. The EAI Evaluation Team will upload the staff.

Utilize the Optional General Notes, Questions and Additional Information for questions. Review this section for questions or comments from the EAI Evaluation Team.

Requested Changes?

Template uploaded?

Requested Changes?

Template uploaded?

  1. Update the Status to Request Review and

  2. Click Save

  1. Update the Status to Request Review and

  2. Click Save.

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Questions? For support, please submit a ticket ! Enter Ticket!