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Import staff members (add staff members in bulk)

Sometimes you need to add more than one staff member at a time. In this case, you can use the Import feature of the CTMS > Entity Management module.

To import staff members

  1. In the CTMS application header, select the ENTITY MANAGEMENT tab.

  2. On the page that opens, in the left pane, select Staff.

  3. On the Staff page that opens, above the table, select Export export_icon.png > Export Template (this exports the Excel template on your PC, which then has to be filled with the staff members' data and imported back into the system).

  4. Follow the prompts of your computer to download, name, and save the template.

  5. On your computer, locate and open the downloaded template.

    Sample of template downloaded to your PC
    Figure 1. Sample of template downloaded to your PC

  6. In this template, fill in the necessary information, and save the changes made.

    Sample of information filled in downloaded template
    Figure 2. Sample of information filled in downloaded template

  7. On the Staff page that opens, above the table, select Import import_icon.png.

  8. Follow the prompts of your computer to locate and upload the file with staff member data to the CTMS system.

The imported staff members appear in the Staff table. They are added to the end of the table.

Imported data appears in Staff table
Figure 3. Imported data appears in Staff table

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