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Mass User Invitation

This is where administrators can invite multiple users by uploading a file. The Mass Invitation Upload form is accessed from the Upload File tab on the User Invitation screen.

- First, select the Staff Type by choosing either Regular Staff or Substitute Staff.

MassInvitationUploadEmpty

- Upload a file by dragging and dropping it into the drop zone, or by clicking the Select File button. Accepted file types are .csv, .xls, and .xlsx.

- The file should contain columns for First Name, Last Name, Email, Last 4 SSN, Birth Date, and Employee #.

- Once a file is uploaded, the File Contents section will display the parsed rows in a grid. Review the data to ensure it is correct before proceeding.

MassInvitationUploadWithData

- Select the users you wish to invite using the checkboxes in the grid. You can use the header checkbox to select all users at once.

- Click the Invite button to send invitations to all selected users.

File Format Specification

The uploaded file (.csv, .xls, or .xlsx) must contain a header row. Column names are flexible — the system recognizes several aliases for each field.

Column Required Column Heading Aliases
First Name Yes FirstName, First Name, First_Name, First, fname
Last Name Yes LastName, Last Name, Last_Name, Last, lname
Email Yes Email, E-Mail, Email Address, Address, Mailto
Birth Date No BirthDate, Birthday, Birth Date, DOB, Date of Birth, Birth_Date, Date_Of_Birth
Last 4 SSN No LastFourDigitsOfSSN, Last Four Digits of SSN, Last Four Digits of Social Security Number, SSN, SS#, SSN_Last_4, SSN4, Last Four Of SSN
Employee # No PayrollEmployeeId, Payroll Employee Id, Employee Id, EmployeeId, EmpId, Emp Id, Employee_Number, Emp_No, StaffId, Staff Id , Staff ID
  • The Last 4 SSN field must be exactly 4 numeric digits. Values with fewer digits will be padded with leading zeros (e.g., 12 becomes 0012).
  • The Employee # column label may vary depending on the payroll system configured for the client.
  • The system will ignore any additional columns beyond those specified above.
  • Column headers must match one of the accepted aliases for each required field, or may be entirely upper or lower case. Mixed case is not supported except as shown above.
  • The header names may be in any order, but all required columns must be present for the file to be processed successfully.
  • If any required columns are missing or if the file format is invalid, an error message will be displayed prompting the user to correct the issue before proceeding with the invitations.