Access the Template – Click here to download the pre-formatted Excel file.
Save a Local Copy as CSV – Once downloaded, save the file as a CSV (.csv) format on your local drive for easy upload.
Add Your Workforce to the Template, ensuring you populate all fields:
First Name and Last Name
Email address (unique for every person)
Role/Permission - Choose (Workforce, Leader, Site Admin, or Super Admin)
Learning Track (this determines whether they are enrolled in Work-Rite or, for leaders, both Lead-Rite & Work-Rite) - Choose between Lead-Rite (Leader, Site Admin, or Super Admin) or Work-Rite (Workforce)
The site (team) they belong to (this is used for reporting & access purposes) - click here for permission information.
Save a Local Copy - Save the Populated Sheet as CSV on a local drive.
Email the saved CSV file to [email protected] and [email protected]