Overview

Follow this simple guide to prepare your staff list for your upcoming survey. Choose the method that works best for you!

If You Prefer Our Support Team to Make Changes:

Step 1: Access Staff Management

1. Log In: Enter your credentials to access the platform.
2. Navigate: Click on 'Staff Management' in the left-hand menu.

Step 2: Remove Leavers

• Manual Deletion:
  • Find the leaver’s name and click the dustbin icon.
  • Tip: Use the search function or sort the list to make it easier.
• Bulk Deletion:
  • Once you have downloaded your data - type 'DELETE' in Column G (trusts) or Column H (schools) 

Step 3: Download Current Data

• Click the red button to download your current staff list.

Step 4: Make Amendments

• Update necessary details (e.g., job titles, names).
• Highlight Changes: Use ORANGE to mark any changes made.

Step 5: Add New Starters

• Enter new staff members at the bottom of the spreadsheet.
• Highlight New Entries: Use GREEN for new starters.

Step 6: Send the Updated File

• Email the completed file to support@welbee.co.uk.

If You Prefer to Make Changes Yourself:

Step 1: Remove Leavers

• Manual Deletion:
  • Find the leaver’s name and click the dustbin icon.
  • Tip: Use the search function or sort the list.
• Bulk Deletion:
  • Once you have downloaded your data - type 'DELETE' in Column G (trusts) or Column H (schools).

Step 2: Download Current Data

• Click the red button to download your current staff list.

Step 3: Make Amendments

• Update any necessary details (e.g., job titles, names).
• Note: Ensure all relevant columns are updated.

Step 4: Add New Starters

• Enter new staff members at the bottom of the spreadsheet.

Step 5: Upload the File

• Click the green button labeled 'UPLOAD EXCEL'.

Step 6: Double Check Your Data

• Download your current data again to confirm everything looks correct.
  

Need Help?

If you have any questions or require further assistance, please reach out to our support team at support@welbee.co.uk.