Bulk Imports: Adding Employees

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.

 

Related Articles:

Bulk Edit Company Workers

Inviting workers to their personal profile