Overview: Learner accounts must be created for each user before they can log in and use any of the content or tools. This can be done individually, see Add individual learners to the system for more information or alternatively, if you have a lot of learners to upload at one time, this can be done by bulk uploading trainees using the Import Staff function.
This article shows you how to create a CSV spreadsheet in the correct format so that you can upload multiple learners at once. This function can also be used to update existing trainees.
Note: This is only possible for companies using the platform manually.
Starting from: The Flow Dashboard.
- Select Company > User Settings to open the Configure screen.
Locate Import Staff on the Configure screen.
Select Settings.
A pop-up will appear with information on how to Import trainees or update existing trainees from a CSV file.
Select Download a template CSV file from the link within the pop-up to see how a CSV file needs to be laid out for the upload to work properly.
Select View Upload Tips for further information on uploading the CSV File.
Select Download the existing trainees from the link within the pop-up to download existing trainees on the system - you can then edit the existing trainee's information, add new trainees to this file and use this as your master file.
When your CSV file is ready to upload:
Select Choose file to locate the CSV file from your desktop.
Once you have uploaded it successfully, you must run a test upload to make sure the file will work.
Select the Allocate training toggle to off, to import trainees without allocating training.
- Select the Test feed toggle switch to on, then Select Save. This will test the validity of the data in the CSV file without importing anything.
If the test feed is successful a notification will let you know. However, If the test is unsuccessful you will have to remove the uploaded CSV, fix the errors, re-upload the amended file and run the test again.
Only when the CSV file is correct:
Select the Allocate training toggle switch to on, to import trainees and allocate training. This will send out training instructions to all staff on the CSV import.
Note: You can upload trainees without allocating training, if you wish to do this switch the toggle to off.
- Select the Test feed toggle switch to off.
Select Save. This will result in the trainee data from the CSV file being uploaded to the platform.