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Global - Staff Assignment Tool
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The Global staff assignment tool can be used by administrators to quickly assign staff to clients. This tool allows you to bypass having to manually edit each staff member, and instead provides an excel template that can be filled out and then uploaded to update multiple staff member’s client assignments at once.
In order to download the staff assignment template and update the staff users you will need to follow the steps below.
Navigate to the Template Page
To start, you will want to click on the Global button on your navigation bar. Once in the global section, click on Tools and then Staff Assignments on the navigation bar.
Download the template
You will be brought to a page where you can download the template. Simply click on Download Template and a pre-populated excel spreadsheet will start to download.
Fill out the template
Once the template has downloaded, you can open it in excel and begin to update the staff’s client assignments.
Each line represents a different staff user, what their staff id # is, as well as any clients that they are already assigned to (indicated with an “X” under the respective client’s column). You can assign staff one or multiple client blocks which in turn allows them to be assigned to programs and markets that fall under those client block(s). Place an “X” next to the staff name and under the desired client column for their profile to be updated.
Once you have assigned the staff to their respective clients, save the file. You will want to make sure it is saved as a .csv file in order to complete the next step.
To upload the template back into the system, navigate back to your internet browser and click continue. You will be brought to a page where you can choose the file you just updated and select it for upload.
Click Conduct Test for the system to check the file for errors. If there are any errors, such as duplicate names, misspelled names etc. the system will provide a warning.
If there are no errors you click Complete Import and the staff client assignments will be officially updated.