How do I mass create employee portal users?

District admins can give employee portal access to custodians, bus drivers, and other employees who do not have admin or instructor accounts. Depending on the district subscription the employee portal gives access to COVID-19 screening (SchoolInsight and SchoolInsight Financial licenses), or to check pay stubs, submit W-4 information, submit requests for purchase orders, etc (SchoolInsight Financials licenses). For information about the Financials options, see this article.

After the district admin allows access to the employee portal, admins and instructors will use the switch roles option to access it. Other employees will go directly to the employee portal after logging in to the system.

Create New Employee(s)

First, create new employees in the system:

1. Go to School District Admin Main > Employees
2. Review the list to see if the employee exists. If the employee exists, skip to the next section.
3. If the employee does not exist, then click on create employee
4. Fill in the required fields for the new employee
5. Save

Create Employee Portal Users

Next, mass create employee portal users:

1. Go to School District Admin Main > Employees > Mass Create Employee Portal Users
2. Enter email addresses for people who should be able to log in to the employee portal
3. Save