Completing the Staff Education Template

Modified on Sat, Jul 25 at 11:05 AM

Instructions for completing the template:

Expected file format:

Excel File
Columns may appear in any order
First row MUST contain the column names as described below
All required columns must appear in the file. Other columns are optional.
Columns are not case sensitive. Description is the same as DESCRIPTION.
Existing staff are located by Staff Id or SSN
New staff education records are created.
Existing staff education records are never deleted.
Existing data for that field is untouched if a value is blank or the column is not in the import file.

Details for data in the template:


Column	Sample Data	Required?	Notes
Staff Id	1000	YES	Staff Id field or SSN field is required.
SSN	123-45-6789	YES	Staff Id field or SSN field is required, Must be in the format '###-##-####'.
Last Name	Doe	No
First Name	John	No
School Code	CU1336	YES SEE NOTE	See Setup->Codes->Education Tab Schools for options. Click Here. If the School Description is in the codes table, this field is not necessary.
School Description	The Ohio State University	YES SEE NOTE	If the school code is in the codes table above, this field is not necessary.
Education Level	BD	No	MUST be a whole four-digit number.
From Year	2013	No	MUST be a whole four-digit number.
To Year	2017	No	MUST be a whole four-digit number.
Graduation Year	2017	No	MUST be a whole four-digit number.
# of Credits	36	No	MUST be a whole number.
Areas of Study	Math	No	Enter the Text of the area of study. The imported note WILL NOT honor carriage-returns, tab, or other spacing.
Comments	This is a comment	No	Enter the Text of the note. The imported note WILL NOT honor carriage-returns, tab, or other spacing.

Attachments (1)

StaffEducationImportTemplate.xlsx
10.7 KB