IMPORTANT STEPS TO CONSIDER:
- Enter data onto your spreadsheet with the following headings: Email, Subject, Provider and Date of Completion.
- Make sure that the Date of Completion is in the correct format: that is dd-mm-yyyy.
Step 1: In your OnePassport dashboard, click Onboarding.
Step 2: Look for the plus sign under the Onboarding title.
Step 3: Click the fourth tab, CPD Bulk Upload, from the list in the navigation bar.
Ensure that you are on the right branch or organisation where you wanted by going through the drop down at the top.
Note: Read the important information.
Press the Choose File button to upload your file. Choose file and hit Upload.
Step 4: You will then see this screen here. This is where you ‘Map’ the fields. A list of Headings will appear in 2 columns. Match excel header to the specific columns on the right.
Step 5: System will detect if there is any issue with the file uploaded. In case there is a problem with the data, it will show as invalid. You can correct by clicking each invalid data and a dropdown will appear for you to select from. Then, press the Looks Good, Upload Now button.
Step 6: Check one to two staff’s CPD profile to verify if the uploading is successful.
*A sample template is provided here for your reference.