Apprentix

Is the upload not working for you?

When you add your people to the CSV file:

Please Do NOT add any additional rows above the headers.

Please Do NOT change the column headers.

Please DO use CSV format instead of XLSX.

1. Select whether you will be adding Managers, Mentors, or Apprentices
2. Step 1: Download the template: template_file
3. Step 2: Fill out the template
4. Step 3: Upload the completed template below

1. Go to People &gt; Bulk Actions
2. Click on Import Users
   1. Select whether you will be adding Managers, Mentors, or Apprentices
   2. Step 1: Download the template: template_file
   3. Step 2: Fill out the template
   4. Step 3: Upload the completed template below
3. Click Import

Filling out the Manager / Mentor Template

You must fill out at least the following columns in order for the upload to succeed.

1. Date Apprenticeship Begins
2. First name
3. Last Name
4. Email

If you’d like to enter demographic information in columns Q through Y, see the Reference Table below.

Save the file (it should save as CSV by default, do not use XLSX

1. Delete the content in rows 2 &amp; 3
2. Do not modify the headers
3. Do not delete or add headers
4. You must fill out at least the following columns in order for the upload to succeed.
   1. Date Apprenticeship Begins
   2. First name
   3. Last Name
   4. Email
5. The other columns are optional
6. If you’d like to enter demographic information in columns Q through Y, see the Reference Table below.
7. Save the file (it should save as CSV by default, do not use XLSX

If you’d like to enter demographic information in columns P through X, see the Reference Table below.

1. Delete the content in rows 2 &amp; 3
2. Do not modify the headers
3. Do not delete or add headers
4. You must fill out at least the following columns in order for the upload to succeed.
   1. First name
   2. Last Name
   3. Email
5. The other columns are optional
6. If you’d like to enter demographic information in columns P through X, see the Reference Table below.
7. Save the file (it should save as CSV by default, do not use XLSX

Note: All users even unassigned ones get an email invitation to set up their account.