Contents of this article is applicable to the following users
Tier: START UP, GROWTH, SCALE
Platform: Web
Access Level: Owner
No more jumping through staff profiles and updating one-by-one! You can now easily edit various staff details in one go.
The feature supports editing of staff information only. It does not support adding new users. Learn how to mass add staff.
In Web App, go to My Team > click on ‘+ Mass Add/Edit’ button > CSV - Edit Staff Details.
2. Click on 'Download' button .
3. Open the downloaded CSV template and edit staff details.
The CSV has the following columns, the format to fill up the columns is mentioned below:
Employee ID
Staff's ID that is used in your organisation/StaffAny; also useful for Payroll Integration if available.
Optional.
Accepts all characters.
Must be unique for each staff.
Talenox ID (Optional)
This is hidden in the staff's profile if there is no StaffAny <> Talenox integration.
Must match the Talenox IDs exactly.
Must be unique for each staff.
First Name
Mandatory; Accepts all characters.
Last Name
Optional; Accepts all characters.
Phone Number
Include country code: e.g. '65' for Singapore, '60' for Malaysia.
Not Editable
We use phone numbers as the main login method for users. So it is kept as uneditable purposely to avoid mistakes.
Contract Type (parttime/fulltime)
Mandatory.
Accepts parttime & fulltime only [case sensitive].
Access Level (employee/supervisor/manager/owner)
Level of permission of staff in StaffAny. Read more about access levels here.
Mandatory.
Accepts employee, supervisor, manager, owner only [case insensitive].
Roles
Your staff's role(s) or designation in the organisation. eg: Staff, Waiter, Cashier etc
Allows to insert multiple roles. Please separate the roles by comma.
If a new role is entered, it will be created.
If it is left blank, then staff will have no roles, and hence will not appear on schedule. (useful for HR who do not need to clock in, but needs to monitor schedules/timesheets)
Sections
Mandatory.
Allows to insert multiple sections. Please separate the sections by comma.
Accepts all section tags listed at the column header of the CSV.
You can only add or remove those sections from a user to which you are tagged to.
Join Date (dd.mm.yy)
The date when the staff joined.
Optional.
Accepts numbers.
Address
Optional.
Accepts all characters.
Next of Kin
Name of relative/friend who is to be contacted for emergencies.
Optional.
Accepts all characters.
Emergency Phone
Phone number of relative/friend who is to be contacted for emergencies.
Optional.
Accepts all characters.
Wage Type (Hourly Salaried)
Mention if staff is working as hourly wages or salaried in your organisation.
Optional.
Accepts HOURLY & SALARIED only [case insensitive].
Pay Cycle (Monthly Weekly)
Optional.
Accepts MONTHLY & WEEKLY only [case insensitive].
Wage per hour
Optional; useful for planning schedules according to costs estimates.
Accepts numbers.
No need to input $ Symbol.
If left blank for individual staff, it will default to organisation level wage settings.
Weekend Rate per hour, Event Rate per hour, OT Rate per hour
Mention staff's wage values for weekends, events and overtime.
Optional.
Accepts numbers.
No need to input $ Symbol.
Daily OT after X hours, Weekly OT after X hours
Mention the threshold hours, after which staff will start incurring daily/weekly overtime.
Optional.
Accepts numbers.
Effective Pay Period (dd.mm.yy)
If you edited any of the above wage hours or rates, specify the effective date in which it should be applicable for the staff.
Optional.
If left blank, will be considered as effective for all staff time records including all past time records.
Leave Costs Count Towards
All leave hours and costs assigned for this staff would be attributed and counted towards the selected section (only one section).
Optional.
Accepts one Section tag which is mentioned in the Sections column header itself.
User Status (active/inactive)
Mention if the user is Active or Inactive in the organisation.
Optional.
If left blank, it will be considered as no change from the previous state.
Index ID (Do Not Edit)
This column is what we use to do the magic behind StaffAny. Please do not make any changes to the values in this column. It will affect the import function.
4. Upload your CSV template > Click on 'Confirm' button.
