Manage Teams
Whether you’d like to add someone to a journey or you’d like to add a new manager to oversee the employees getting onboarded, you’ll first need to add them as users on the platform. There are two ways in which you can do this. One way is to do a bulk import and the other is to simply add each employee at a time manually.
Importing Employees
The easiest way to add your employees to the platform, would be by adding them through our bulk import option. First you’ll need to go to the Employee Directory on the left-hand menu. You can then find the bulk import option at the top right of the directory.
By providing a spreadsheet list of the users you’d like to add to the platform, we’ll automatically add them for you so you don’t need to add them manually. In order to import your employees through the bulk import option, you’ll need to make sure your spreadsheet file is properly formatted. First and foremost, you’ll need to make sure you export your spreadsheet in a .csv file. You’ll also need to make sure your spreadsheet includes the following columns:
- First Name
- Last Name
- Department
- Position
Another column that you may be interested in including is a column for their mobile phone number, but that isn’t required.
Manually adding employees
If you’d prefer to add your employees manually, you can do so by first going to the Employee Directory section of the left hand menu and clicking on the Add Employee button on the top right.
You will then be prompted to fill in key information, such as their name, department, position and their email address. This will help us send them an invite and their steps.. This information can help add that personalized touch with the use of placeholders.