⬇️ Download your Staff List Template - scroll to the bottom of this page ⬇️ 

Getting Your Staff List Ready

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What We Need From You

To set up your survey, please fill in our template with this info for each staff member:

• School Name (if you're part of a group of schools)
• First and Last Name
• Email Address
• Start Date
• Full-time or Part-time?
• Main Job Title (their one main role)

When you're done, upload the list in 'Data Management' in your home hub at home.welbee.co.uk or email the filled-in template to us at: support@welbee.co.uk

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How to Fill in the Template: Step-by-Step

Columns A, B, C: Staff Name and Email

1. Put in the staff member's First Name, Last Name, and Email Address.
2. You can copy and paste this from your school system (like SIMS).
3. Please don't change the titles at the top of these columns.

• Why we need this: This helps us send survey invites and reminders. It also lets you reply to any comments staff make, without knowing who said what.

Columns D, E, F: Start Date, Job Type, and Job Title

STEP 2
Next, fill in:

• Column D: Start Date
  • Use this format: dd/mm/yyyy (like 23/09/2020).
• Column E: Full or Part-time?
  • Choose 'Full' or 'Part' from the drop-down list.
• Column F: Main Job Title
  • Enter their one main job title.

Choosing the Right Job Title (Very Important!)

• Each person must have only one main job title.

• This should be the job they spend the most time doing or their most important role.

• Example: If someone is mainly a "KS2 Pastoral Assistant" but also helps at midday, their main job title is "KS2 Pastoral Assistant".

• Tip: If some staff do very similar jobs, try to use the exact same job title for them. This helps us group the results better. (We only show results for a job title if 5 or more people have it and answer the survey).

• Why we need this: Using one main job title helps us give you clear and useful survey results.

Any questions about job titles? Email us: support@welbee.co.uk

What Are Filters? (How We Sort Results)

Filters help you see survey results for specific groups of your staff (like "All Teachers" or "Maths"). This makes it easier to see where things are going well and where you might need to focus.

Standard Filters (For Pro & Premium users)

• Job Roles: We group similar job titles (e.g., Support Staff, Teacher, Leader).
• Time at School: How long staff have worked at the school (e.g., less than 1 year, 1-3 years).
• Job Type: Full-time or Part-time.

Extra Filters (For Premium users only)

• Job Title: The exact main job title you entered (e.g., 'Deputy Head', 'Teaching Assistant').
• Department/Subject: (e.g., Maths, Office, Catering).
• Year Group/Key Stage: (e.g., Year 1, Key Stage 2).
• Want a special filter? Just ask us!
  

How We Use Your Job Titles for Filters

Our system automatically puts staff into 'Job Role' groups based on the main job title you gave them. We have a list of over 10,000 education job titles to help do this accurately!

• Examples of how it works:
  • If you enter 'Deputy Head', we sort them into the 'Senior Leader' Job Role.
  • If you enter 'Teaching Assistant', we sort them as 'Support Staff Classroom'.
  • If you enter 'Maths Teacher', we sort them as 'Teaching Staff Classroom'.

Need to Change a Job Role After Uploading?

If our system sorts someone into a Job Role (or Department, etc.) that isn't quite right, you can fix it:

1. Option 1: Re-upload
   • Download your current staff list from the dashboard.
   • Make changes to 'job role', 'department', etc., in that Excel file.
   • Upload the changed file. This will update the information.
2. Option 2: Edit Manually
   • Go to 'Data management' in your home-hub dashboard.
   • Find the staff member and click 'edit' to make changes.

If you're not sure, please email support@welbee.co.uk or book a support call with us by clicking here.