File format requirements
The user data file can be in .XLSX or .CSV format but must confirm to the WorkRite user data file format requirements. If .XLSX is used, ensure only 1 sheet is in the document, named "Sheet1". If you have not been supplied with the template(s), please contact support@workrite.co.uk.
Please note: Do not remove non-mandatory field columns from the spreadsheet. The field can be left blank, where applicable, but the column must remain in the file.
|
Field name |
Note |
Required? |
Description |
|
|
Must be a valid email address and contain no spaces. |
Yes |
The email address of the user. This will be used as the username for the user. |
|
Job Title |
|
No |
The job title of the user can be stored in the WorkRite system, if required. |
|
Phone no |
|
No |
The phone number of the user can be stored in the WorkRite system, if required. |
|
Password |
|
No |
The initial password of a new user can be specified, if required. |
|
Employee ID |
|
No |
The employee ID of the user can be stored in the WorkRite system, if required. |
|
Firstname |
|
Yes |
The first name of the user. |
|
Surname |
|
Yes |
The surname of the user |
|
RoleName |
Yes |
The WorkRite system access role to be provided for the user. This field must contain either Student, Client Manager or Client Administrator. |
|
| Facilitator | No | "y" or "yes" to set the user as a facilitator | |
| Location | This is an example group type. The title of this column can be amended to suit. | Recommended | The location of the user. Multiple groups may be listed in this field, separated by a semi-colon. For example, London, Brighton, Manchester. |
| Department | This is an example group type. The title of this column can be amended to suit. | Recommended | The department of the user. Multiple groups may be listed in this field, separated by a semi-colon. For example, IT, Business Systems. |
| Responsible For Location | If Location columns are renamed then this column will require renaming also. For example, if Location has been renamed to 'Business Unit' then this column should be named 'Responsible For Business Unit'. | The location group that the user is responsible for. This applies only to users that are set to Client Manager in the RoleName column. Multiple groups may be listed in this field, separated by a semi-colon. For example, IT, Business Systems. Users with responsibility over other users will be treated as their manager in the WorkRite system. | |
| Responsible For Department | The department group that the user is responsible for. This applies only to users that are set to Client Manager in the RoleName column. Multiple groups may be listed in this field, separated by a semi-colon. For example, London, Berwick. Users with responsibility over other users will be treated as their manager in the WorkRite system. | ||
| Course Group | No | ||
| Additional columns | No | Additional group and responsible for group columns may be added to the spreadsheet. All additional columns will be treated as a group type and all data within that column will be a group for the relevant user. |
