How do I Import my Staff Data from a Spreadsheet?

Staff Squared provides an import wizard that allows you to import staff data and holiday information from a spreadsheet.

Access the import staff wizard from here: https://secure.staffsquared.com/staff/import/. If you don't already have a spreadsheet download the import template from here: https://secure.staffsquared.com/Content/StaffImportTemplate.xlsx (requires a Staff Squared login).

We've created a guide for how to prepare your spreadsheet import file.

You must add a Working Pattern to each member of staff before importing them via the spreadsheet.

When your spreadsheet is ready click Choose file, select the spreadsheet and click Preview Import.



This takes you to a page where you can preview a summary of what Staff Squared intends to import.



If some of your fields do not match ours, just select No match from the dropdown menu and the system will ignore the data or you can change the field by using the same dropdown menu and choose the correct match



When you have chosen the correct match you will need to click on the Revalidate import button at the bottom of the page

Once you are happy with all of the fields, then you can click on the Import staff button at the bottom of the page.  You will then see a page telling you that Staff Import Complete and links to view the new staff members



Once you have entered staff you're taken through to the organisation chart where you can easily assign managers. You can also read more about how Staff Squared's permissions work.

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