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Add multiple people to Workpoints

Who can use this feature?

 Only Admins can add new member accounts to a programme.

  1. Navigate to the People page.

    workpoints-nav-bar-people.png

  2. Click the more options workpoints-ellipsis-black.png button next to the heading People, and then click the import button.
    workpoints-member-create-import-button.png
  3. Once you are on the bulk list page, you will need to either download and fill in a bulk list template file (a .xls spreadsheet file), or use one previously prepared and populated i with the necessary information. The template contains pre-defined fields tailored to your programme.
    workpoints-activity-award-download-excel-template.png
  4. After filling in i all the necessary fields using your favourite spreadsheet editor, upload your list. Be sure to limit your spreadsheet to 1000 rows, and a maximum size of 1024 KB.
    workpoints-activity-award-upload-file.png
    To avoid duplicate entries, or unintended changes, Workpoints will i reject any information on people already in the programme. To change existing people's details, refer back to the People page, and use the update button.

  5. You can wait for the results of the upload on this page or you can carry on with other work, we will send you an email with the results of the upload. i
    workpoints-people-add-bulk-upload-complete.png

Tip

Everyone you add to your programme will receive a welcome email that will guide them through the process of setting a password and signing in i