How to use the bulk upload tool to fill out your Company Certification Manager quickly.
Step One: Download Import Template
- Navigate to your Company Certification Manager (CCM) and expand the employee's section.
- Click the "Upload All Employees" button
- Download the spreadsheet template
Step 2: Enter Worker Details
- Add First and Last Name of all Employees to be uploaded (at minimum)
- Include as many optional fields as possible (email and phone are recommended)
- Save template locally
Step Three: Import
In the same "Upload All Employees" section;
- Select start import and select your file
- Review import upon prompt and close!
The more you can enter at this stage, the better. ID#'s, titles/trades, emergency contact information, hire dates and more can be very useful in other areas of the platform.
You can bulk edit all employees in a very similar fashion, see the related article below.
Bulk Edit Company Workers
Inviting workers to their personal profile