Staff Loader

Introduction

You can use the staff loader in Canvas to import new staff members to your roster. 

Key Objectives

• You will learn how to locate your Data Collection sheet.
• You will learn how to download a CSV file.
• You will learn how to use the Staff Loader.
• You will learn about common errors when using the Staff Loader.

Step By Step

Locate Data Collection Sheet

• Log into your Google Drive
• Open the shared resources folder
• Locate and open the Data Collection Sheet
• Locate the Staff Directory Tab

Download Staff Directory as CSV file 

Notes: You need to download a CSV file to use the Staff Directory sheet from your Data Collection sheet provided at the beginning of your implementation.

• Locate and open the Data Collection sheet as described above 
• Open the Staff Directory Tab
• Select File from the document menu at the top
• Select Download
• Select Comma-separate values from the download options available 
  • CSV file should be located in your downloads folder

Use Staff Loader

Notes: Adding staff using the staff loader will automatically create users for the staff members listed. Reloading the same staff directory when adding new staff will not duplicate existing staff members.

• Begin in the Schedule View of Canvas
• Navigate to the triple line menu 
• Open settings
• Locate and open the Staff Loader in the Practice Section
• Select
• Select
• Locate the CSV file you wish to upload
• Select  

Common Errors

• CSV files not matching what is expected in the staff loader.
  • The required headers are the following:
    • First Name
    • Last Name
    • Role
    • Primary Practice Location
      • Will default to 
    • Email
    • Phone
      • 1111111111 Digit only format - no special characters
    • NPI 
      • All staff members must have an NPI listed to prevent any errors when generating notes. If no NPI available please use 1111155556.
    • License Name
    • License Nickname
    • License URL
    • License Number
    • License Issue Date
      • MM-DD-YYYY format 
    • License Expiration Date
      • MM-DD-YYYY format 
    • DEA Number
    • DEA Issue Date
      • MM-DD-YYYY format 
    • DEA Expiration Date
      • MM-DD-YYYY format 
• Invalid role code is used in your CSV file. Valid role codes should match the internal codes in the roles admin setting which can be customized by your organization.

Roles

• Administrative staff
• Management