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.

What do you need to do? 

• If this is the first time you are uploading your employee data, please ensure you have set up your Reporting Groups and Departments before continuing
• If you have a large group of employee accounts to create, you can easily create a CSV upload file containing all of your employee data (name, email address, job title, etc.). Full list of employee data requirements.

For the initial import (or if you have a big increase in employees) you can import them in bulk by uploading a CSV file.

How to add employees/starters by CSV file upload

1. Log in to your Administrator account
2. Click the Employees tab, select Employees
3. Click Add Employee
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. Where required, you can now flag who are your Directors and who are your managers (you don't need to flag your managers if you uploaded a 'reports to' field in your CSV file)

Note:  If the recognition program is live (launched), welcome emails will automatically be sent to each new employee added.  If the program is in pre-launch phase, welcome emails will NOT be sent until the program is launched.

If you only have a few new employees to add, you can add them One by One.

How to add employees/starters one by one

1. Log in to your Administrator account
2. Click the Employees tab, select Employees
3. Click Add Employee
4. Select the One by One option
5. Complete the form with the employee's details
6. Click Add Employee (your new starter will automatically be sent a welcome email with a link to register if your program is live) 

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

How to update employee data

1. Log in to your Administrator account
2. Click the Employees tab, select Employees
3. Locate the employee you want to update
4. Click Manage
5. Update the employee's details as needed
6. Click Update

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

How to remove an employee/leaver

1. Log in to your Administrator account
2. Click the Employees tab, select Employees
3. Locate the employee you want to remove
4. Click the down arrow next to the Manage button and select Remove Account
5. Read the information in the modal and click Confirm