Importing Course Completion Data for Employees

Import course completion data for several individuals at once. Help for Administrators.

To upload data for a completed course:

• Make sure your spreadsheet is saved as an Excel [.xls] document 
• Navigate to Schedules, using the Admin Menu
• Select Import from the function menu, at the top of the screen
  • The HR Sync Wizard screen will open that gives you all the required fields that should be on your spreadsheet to complete the import.
• After selecting Next, choose the file from your computer and use Upload to start the import process.
• Click New to create an upload template. 
  • Click in the box next to Step 2 and name the template and then click Ok. 
• Select the data sets from your spreadsheet to match the LMS Columns. The columns with asterisks are required and the others are recommended. 

• Click Next to continue
• The Import Options screen will open and allow you to select template options.  Click Next or, if you are finished, click Finish.

If the import is successful, a congratulations page will open and you can click OK to close out of the import.