Staff Pulse Onboarding Part 1B: Upload Staff Data

This article outlines the steps in uploading the completed staff spreadsheet to Staff Pulse. This is part of the two-stage Staff Pulse onboarding process:

• Part 1: Importing data into Staff Pulse
  
  • 1A: Creating the staff spreadsheet
  • 1B: Uploading staff data
• Part 2: Configuring Staff Pulse

Before you start

Before you proceed, make sure you’ve completed the staff spreadsheet to be uploaded and the upload link to Staff Pulse. The staff spreadsheet template and the upload link are provided in the Pulse email:

Image 1: Pulse Staff Onboarding Email.

Uploading the staff spreadsheet

1. Log into Pulse using the link provided in the Pulse onboarding email.
    

   Note

   If this is your first time to log in to Pulse, you’ll be prompted to accept the Pulse terms of service.

   
   Image 2: Pulse Terms of Service.

2. Select I understand and agree, then select PROCEED.
3. Select PROCEED on the Welcome to Pulse screen.
4. Select PROCEED on Part One: Import school data.
5. On the Upload staff data screen, select Upload, locate your spreadsheet, then select Open.
   
   

   
   Image 3: The Upload staff spreadsheet screen.

6. Pulse will validate your spreadsheet and show you the list of staff you’ve added. Review the list, then select NEXT.
   
   

   
   Image 4: List of staff added to Pulse from your staff spreadsheet.

   Note

   If the list has an error or is incomplete, select BACK, then update and reupload the spreadsheet.

7. Select CONTINUE TO PART TWO.
   
   

   
   Image 5: Staff successfully added to Pulse.

What’s next?

You can now start configuring Staff Pulse.