IMPORTANT STEPS TO CONSIDER:
- Enter data onto your spreadsheet with the following headings: Email, Category/Licence Type, Country, State/Province, Type and Expiry Date.
- Expiry Date should be in the correct format: d-mmm-yy. This is a required field.
Step 1: In your OnePassport dashboard, click Onboarding.
Step 2: Look for the plus sign and click.
Step 3: Click the Licence Bulk Upload tab at the end of the list from 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.
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. If there is any issue like Invalid data, click that and a dropdown will appear for you to select the correct one.. After that, simply press the Looks Good, Upload Now button.
Step 6: Check one to two staff’s Registration, Licence and Permits profile to verify if the uploading is successful.
*A sample template is provided here for your reference.