The upload users tool allows a Training Manager to perform multiple tasks at once, including but not limited to:
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Adding users
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Modifying users
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Suspending or deleting users
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Renaming users
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Resetting users' password
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Enrolling users in training tracks
Step-by-Step Guide
To add users using a CSV file:
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Create a CSV file using the template provided to you by your Implementation Specialist
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Go to Site administration > Users > Accounts > User uploads > Upload users now
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Add the CSV file to the "File" area
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Click on the "Upload users" button
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Follow the instructions
Important Notes
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By default, the learning environment creates new user accounts and skips any rows where the username matches an existing account. However, you can use the same CSV file to update existing users. To do this, set the Upload Type to "Add new and update existing users" when uploading the file.
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CSV files are processed asynchronously. While processing, the Results column for the job will display "Pending". Once the upload is complete, you'll receive an automatic email notification and be able to view the results.
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If your standard (Workplace) learning environment is already set up with HRIS integration, it will also be enabled in Workplace for Epic. This means your staff listed in your internal user management systems are automatically uploaded to Workplace for Epic on a regular basis.