The bulk upload tool allows you to easily input a large number of people into Nexus.
If you have a small number of people to add onto the system, you may find it easier to create the profiles one by one, using the ‘People’ tool.
We recommend you read our eBook on adding people to Nexus prior to upload for further understanding.
STEP 1 - PREPARING YOUR DATA
Before you begin using the bulk upload spreadsheet, it is advised to map out who plays what role on the Peoplesafe system. On Nexus a person may play one or many roles.
Please watch the below video for an overview of the different roles with out example team.
STEP 2 - DOWNLOADING THE TEMPLATE
To download the bulk upload spreadsheet, you must have access to Nexus and be set up as an administrator.
Nexus can be accessed via this link.
Please watch the below video for further detail on downloading the bulk upload template.
STEP 3 - MANDATORY FIELDS
Column A - I
Please watch the video for further detail on completing the mandatory fields A - I.
STEP 4 - MANDATORY FIELDS
Column J - O
Please watch the video for further detail on completing the mandatory fields A - I.
STEP 4 - SUMMARY & CHECK
Column J - O
More guidance on the find and replace tool to remove spaces can be found via this link.
STEP 5 - OPTIONAL FIELDS
Column P - BI
Please watch the video for further details on completing the optional fields below:
STEP 5 - AUTOMATICALLY CREATING TEAMS
Column BI
Column BI is very important as this allows you to automatically create Teams on the system when you upload into Nexus.Please ensure the person has the correct Team Name in this field, it is spelt correctly and is uniform to other people who sit within this team.
STEP 6 - UPLOAD
Please watch the video for further detail on completing checks on your spreadsheet and uploading the data.