For Community and Group Editions
Within Operoo the Staff ID is generally the Staff Number associated with the Staff member in the School's Student Management database.
For those organisations that are not schools, the Staff Number should be a unique number that allows a quick reference or identification of the record within Operoo.
Administrators can modify existing staff IDs by using a spreadsheet import.
1. Open "Change Staff IDs" window
- Click the Add dropdown in the Staff Section.
- Choose the Modify staff IDs option
2. Download Sample CSV and create your own CSV spreadsheet
- You can download the sample Staff CSV file by clicking the link.
- Required fields for the spreadsheet will be shown. Make sure your own spreadsheet contains every column
- Column titles should match exactly as indicated.
Note: the matching process is case sensitive so make sure your spreadsheet data has the correct upper/lower casing.
3. Select your spreadsheet
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Click Select file and navigate to where your CSV spreadsheet file is saved.
4. Preview Changes
- Click the Preview changes before importing button
- Click the Download Changes Preview
A TXT file will be automatically downloaded
- Open the TXT file to view the changes that will take place if you continue uploading the spreadsheet.
- The TXT file would also show you if there are any errors in your spreadsheet
5. Correct any errors and Import new data
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Review the downloaded preview and fix any errors
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Click the Preview changes before importing button
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If the previews show no error, click on the Import button to complete the process
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