If you're looking to add a large number of Users to Manage People, take advantage of our bulk import process. Follow this guide for the template and formatting details you'll need.
Bulk imports are not available on Standard subscriptions.
A minimum of 30 Users is needed for an import.
If you need assistance with a smaller number of items, please contact us.
The import can take up to two weeks to be completed once spreadsheet has been shared to Safe Ag Systems.
Download the Import Template here
To help us import your People data, we’ll need some details about each user.
The fields are broken down into:
Each user must include the required fields. Optional fields can be used to provide additional information, when needed.
Once complete, please email help@safeagsystems.com
Make sure the email includes:
- your business name,
- the completed spreadsheet, and
- the primary contact person for any questions regarding the template, as well as for follow-up once the import is complete.
Required Fields
First Name
The user’s first name.
Example: John
Last Name
The user's surname.
Example: Smith
The user's email address. They may receive system communications. Please enter it as example@email.com
Example: john.smith@myfarm.com
Optional Fields
Feel free to skip any of the fields listed below. Choose to fill them out as you like and only for the users you want.
Phone/Mobile
The user's main contact phone number. This could be a mobile or a landline.
Example: 0411222333
Share Contact Number with Other Staff?
Can the number be shared with other staff members?
If so, put Y in the spreadsheet, otherwise, leave it blank.
Example: Y
Date of Birth
Please enter it as dd/mm/yyyy. The user must be at least 10 years old.
Example: 01/12/1991
Nationality
The user's nationality
Example: Australian
Postal Address
The user's postal address.
Example: PO Box 1, Adelaide, SA, 5001
Physical Address
The user's residential address.
Example: 1 Main Road, Adelaide, SA, 5001
Position
The job the user has in the business.
Example: Farm Hand
Company
If the user is a contractor, you can record their company name. If they are not a contractor, this can be left blank.
Example: John Smith Sheering
Unique Student Identifier
The user's government issued unique student identifier that may be needed when booking or organising staff training.
Example: 1234567L
Notes
Any other information about the user that would not be covered by their Personnel Records.
Example: John can weld if needed.
Access Level
The permissions that the user will have in the system. See Understanding Access Levels for more details.
This can be left blank. Adding an Access Level will send the user a Registration Email.
Example: Supervisor
This is a pre-set dropdown list in the template and can't be changed.
| Contractor | Supervisor |
| Worker | Business Administrator |