Staff Information - Create Files

1. On the Staff Information page, select Reports.

2. Select one of the following:

   • Demographic

   • Payroll Accounting

   • Staff Responsibilities

   • Staff Extensions

   • All of the above

3. Select Accept.

4. Select Yes to include the complete Staff ID on the report.

5. Select OK.

6. Save the report.

7. Navigate to the folder containing the report file.

8. Inspect the file. Update source data if needed.

9. Repeat these steps until all the required data is included.

The default file names for the Staff Information reports are:

• Demographic report - edfi_staff_demographic.xlsx

• Payroll Accounting report - edfi_staff_payroll.xlsx

• Staff Responsibilities report - edfi_staff_responsibilities.xlsx

• Staff Extensions report - edfi_staff_extensions.xlsx

• Complete report - edfi_full_staff_report.xlsx