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How to Add Activity Points Using Bulk Upload

Written by Support

Administrators can award activity points to multiple participants at once by uploading a CSV file. This feature is useful for recording participation in company events, wellness programs, health screenings, seminars, or other offline activities without approving each participant individually.
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Follow the steps below to add activity points using the Wellness360 Gen2 Admin Portal.


1. Log in to the Admin Portal

  • Access your company's Wellness360 Gen2 Admin Portal.

  • Enter your credentials and click Login.

2. Navigate to Wellness Activities

  • From the left navigation menu, click Programs, then select Wellness Activities.

  • Ensure the Campaign is set to the active campaign year.

  • Click Bulk Upload next to the campaign selector.

3. Download the Bulk Upload Template

  • The Bulk Activity Upload panel will open on the right side of the screen.

  • From the Select Activity dropdown, choose the activity for which you want to award points, before this you will need to download the CSV Template.

  • Click Download under CSV Template to download the upload template.

4. Complete the CSV Template

  • Open the downloaded CSV file and enter the required participant information.

For each participant, provide:

  • Employee ID or Email Address

  • Activity Date

  • Status (completed)

Note:

  • You can use either Employee ID or Email Address to identify a participant. Both are not required.

  • The Status field must always be completed.

  • Do not modify or remove the column headers in the template.

  • After entering all the required information, save the file in CSV format.


5. Upload the CSV File

  • Return to the Bulk Activity Upload panel.

  • Click inside the upload area, or drag and drop the completed CSV file into the upload box.

  • Once the file has been added, click Upload & Process.


6. Verify the Upload

  • After the upload has been processed successfully, a confirmation message will appear.

  • The selected activity will be marked as completed for all participants included in the CSV file, and points will be awarded according to the activity configuration.

  • If any records fail validation, the system will display an error message identifying the affected rows. Correct the errors in the CSV file and upload it again.


Things to Remember

  • Only CSV files are supported.

  • The maximum file size is 10 MB.

  • You can upload points for one activity at a time.

  • Each row must contain either an Employee ID or an Email Address.

  • The Status field must always be completed.

  • Participants must already be enrolled in the selected campaign.


Need help?
If the issue continues, please contact our Support team at [email protected]. We’ll be happy to assist you and ensure everything is working as expected.

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