How to add and manage employee data (manual configuration)

If you are not using HR Data Sync to automatically manage your employee data changes, then you will need to manually add, change, and remove your employees using your Administrator account.

How to add employees/starters by CSV file upload

For the initial import (or if you have a big increase in employees) you can import them in bulk by creating and uploading a CSV file containing all the employee data requirements (name, job title, email, etc.):

1. Login to your Administrator account
2. Click the Employees tab
3. Click the + Employee button
4. Select the CSV File option
5. Review the CSV file requirements (this tells you which fields are required, and which are optional) and create your CSV file
6. Click Start and follow the wizard (the system will provide error reports during the upload process to ensure all information provided is complete)
7. Once your file has been processed all employee accounts will be listed under the Employees tab
8. After uploading your employee data, flag your directors

How to add employees/starters one by one

If you only have a few new employees to add, you can add them one by one:

1. Login to your Administrator account
2. Click the Employees tab
3. Click the + Employee button
4. Select the One by One option
5. Complete the form using the employee's details
6. Click Add Employee (if your program is live, the new employee will automatically be sent a Welcome email containing a registration link) 

How to update/edit employee data

If you need to update any of your employees' data (name, job title, email, etc.), the changes must be made individually:

1. Login to your Administrator account
2. Click the Employees tab
3. Locate the employee you want to update
4. Click the 3-dot ellipsis, then select View
5. Update the employee's details as needed
6. Click Update

How to remove/delete an employee/leaver

If you want to remove an employee (i.e. if they have left the company), they must be deleted individually:

1. Login to your Administrator account
2. Click the Employees tab
3. Locate the employee you want to update
4. Click the 3-dot ellipsis, then select View
5. Click the 3-dot ellipsis located in the top right of the employee record, then select Remove Account
6. Read the information in the modal, then click Confirm