Roster Management - Master Roster

From the Learning Management Portal Home Page

Important!  Before importing a master roster, please take the following items into consideration:

• A "master roster" will compare the External ID of users included in the spreadsheet with the External ID of users already present in LMP.  
  • Users included in the spreadsheet that are not currently in the LMP will be added.
  • Users included in the spreadsheet with an External ID that matches an existing users External ID will be updated.
  • Users that are not included in the spreadsheet will be deactivated. 

Uploading a "Master Roster":

• Click "Users" from the navigation menu. (Login if prompted.)
• Click "Bulk manage users".
• Click "Download a template" to download the import spreadsheet template.  This template must be used.
• Update the spreadsheet with the all the users in the enterprise.  Fields marked by an asterisk (*) are required. 
• Save the spreadsheet.
• The default required fields are (other fields may be marked as required by the enterprise):
  • First Name
  • Last Name
  • Employee ID (this must be unique for all users in the enterprise)
  • Profession (see the list of available professions and the allowable abbreviations below) 
• In "Step 1: Choose your action", ensure that "Overwrite all existing user accounts with the data in this file (warning - master roster update)" is selected.
• In "Step 2: Choose your file", click "Choose file" and select the spreadsheet saved above.
• Click "Overwrite records".
• Click "Import".

• A message will display stating your roster import is in progress.  
• Check the status of the import by clicking "Reports" from the navigation menu.
• Click the "Bulk user import activity" report.
• Click "Run report".  A list of imported files will display.
• Click on the file that was just imported to view the status of the import.

Professions List: