Trigger bulk self-onboards from CSV Upload

In vSure, there are 5 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

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 5th option comes in: 

    5. Trigger Self-Onboarding from CSV 

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

1. Select "Trigger Self-onboarding 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.