Onboarding-Bulk Upload Compliance Details

IMPORTANT STEPS TO CONSIDER:

• Enter data onto your spreadsheet with the following headings: Email, Date Signed and Expiry Date (not required)
• Make sure that the Date Signed is in the correct format: dd-mm-yyyy

Step 1: In your OnePassport dashboard, click Onboarding.

Step 2: Look for the plus sign.

Step 3: Click the Compliance Bulk Upload tab from the list at the navigation bar.

Ensure that you are on the right branch or organisation where you wanted by going through the drop down.

Note: Read the important information.

Choose the Compliance Type (Blue Card/Statutory Declaration/Police Check etc) using the drop down provided.

Press the Choose File button to upload your file. Then, 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. The picture below shows there is nothing wrong with the information since we followed all the important conditions beforehand. In this case, press Looks Good, Upload Now button.

Step 6: Check one to two staff’s Compliance profile to verify if the uploading is successful.

*A sample template is provided here for your reference.