Trigger bulk self-onboards from CSV Upload

In vSure, there are 6 ways to trigger "Self-onboarding" to collect  directly from the employee the necessary documents for Right To Work checks:

1. Individual Email to self-onboard
2. Bulk paste Email Addresses to trigger Email self-onboard
3. Individual SMS to self-onboard
4. Bulk paste mobile number to trigger SMS self-onboard
5. Generate a URL link, copy the link and send via another system (such as HRIS, Onboarding solution etc)

The bulk options (2 and 4) don't allow you to add employee details such as EmployeeID, Start Date etc, until after the employee/contractor finishes onboarding.

This is where the 6th option comes in: 

    6. Trigger Self-onboard from CSV Upload 

vSure now offers the ability to bulk upload Employee/Contractor details and trigger self-onboarding via SMS and/or Email.

1. Select "Trigger Self-onboard from CSV" from the Home Dashboard 

2. Download the MS Excel Template

Click the "Import Sheet" link at Step 1 on the pop-up screen to download the template:

3. Add the details to MS Excel

4. Save the spreadsheet as CSV

File | Save As | CSV (Comma delimted) (*.csv)

5. Select CSV, choose send method and upload

Choose the CSV; and

Select the method: Email, SMS or Both (note this only applies where you have BOTH an email and Mobile number for the employee/contractor. If you only have either, the system will automatically send to the one (Email or Mobile) you have)

Upload CSV

6. System checks for duplicates - action (if necessary) before Proceeding

7. Edit Email before sending (if necessary)

8. Edit SMS (if necessary) before sending

And that's it - the system will bulk send the Emails and/or SMS's to collect the documents directly from the employees/contractors.

Use the Onboarding Status tab to track and Send reminders.