Centre Admin: how to bulk enrol candidates on ILS / PILS course

Modified on Thu, 8 Aug at 12:26 PM


The registered centre administrator has the ability and is responsible for enrolling candidates on a course, and enrolments must be done at least two weeks before the course date. 


The system will send the following automated emails:

  • Course enrolment
  • Seven-day course reminder
  • End of course
  • Certificate released


The Bulk Enrol Candidates function is only available to ILS and PILS courses.


Important note: when using this function, you are not required to create individual accounts. 


Follow the steps below:

  1. Go to the approved course.
  2. Select ‘Users’ on the course navigation bar:A screenshot of a computer
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  3. Select 'Bulk Enrol Candidates': A screenshot of a computer
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  4. Select the ‘Download enrol users CSV file’:
  5. Locate the file that has been downloaded on your machine and open it as Excel.
  6. Before adding candidates’ names, please note essential guidance:
    • Do not delete or amend the column heading
    • Email address must be entered in lowercase, e.g. johnsmith1@example.com
    • Names must be spelt correctly and in proper format, e.g. John Smith
    • Save the file as CSV
  7. Return to the specific course and then select 'Users'.
  8. Select 'Choose a file':
  9. A window will appear where you must find your saved file. Once you select your saved file, you will be taken back to the ‘File Picker’ with your file name chosen included:A screenshot of a computer
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  10. Select ‘Upload this file’.
  11. Your file name will appear within the file upload area. If this is correct, select ‘Upload and enrol users’:
  12. Names from the CSV file will be listed. Please note the ‘Error’ column will indicate:
    • If the email is invalided (email must be in lowercase)
    • If a duplicate record is found for the user (matched using their PIN) with a different email address. 
  13. If errors have been identified, please make a note of the affected candidates. Continue with the upload, and then address the affected candidates separately.

If you need additional support or training on how this function works,  please call us at +44 207 388 4676 between 10:00 and 16:00.


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