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How to add new Staff- PBIS Rewards

Learn how to onboard new staff to PBIS Rewards

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A PBIS Rewards Admin can add staff members to PBIS Rewards individually or with a file.

Add Staff Individually

From the left-side “Main Menu,” choose  “Staff” then select the green plus button near the top. Fill in the following information. These are required fields. If your school uses first initials or last initials for staff names, that is fine. The system only requires that there be some information in the field.

  1. First name
  2. Last name
  3. Staff ID or Staff code: If you don’t have an ID number for that staff member, it is fine to just create one. Use numbers and letters, no spaces or characters. Example- Staff member John Smith, you can use an ID such as jsmith or smithj
  4. School email address
  5. Leave the “Send Set Up Email” box checked and the system will send an email to let the user know they can set a password.
  6. Select “Save”

 

Create a CSV File of your Staff List

To add multiple staff members at one time, create a file using the template and example. If you don’t have Staff Codes, leave the cells blank in the column with the Staff Code header. The system will create random staff codes.

If you don’t have ID numbers, make a column with the ID header but leave the cells blank. The system will create random ID numbers.

This image has an empty alt attribute; its file name is staff-upload-example.jpg

 

Upload Options

  1. Use the “Add All Staff” button to create the accounts
  2. Use the secure transfer feature to send us a file if you do not have the button. We will upload the new staff members directly into PBIS Rewards for you.

1. Use the “Add All Staff” Button

 

2. Use Secure Transfer
From the left-side “Main Menu,” select “Settings.” Choose the “Secure Transfer” tab on the left.

  1. Provide a short name for the file in the “File Description” field
  2. Use “Select File” to browse for the file and then select it
  3. Press the “File Selected, Press Here To Upload” button
  4. Click “Save” in the lower right-hand corner

PBIS Rewards Support Staff will be notified that a file has been uploaded.

 

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