Account owners and admins can add employees into the directory whenever needed. To add an employee to the directory, follow these simple steps...
1. Select 'Add a new employee' from the dashboards quick links section or select the directory tab from the navigation menu and then select the 'Add employee' button.
2. Fill out the required employee information as noted with asterisks* and any other information you wish to add.
3. Select the 'Save new employee' button on the bottom right side of the modal when done.
Importing Employees In Bulk
Bulk importing employees into the directory is a convenient option to input all employee data on a single spreadsheet versus manually adding them into the directory one-by-one. To add employees in bulk, follow these steps...
1. Select the directory tab.
2. Click on the three dot ellipsis button directly to the left of the 'Add employee' button.
3. Then select 'Import Employees'.
4. On the next screen, you will see an option to download the employee import template. This document contains the columns of data in the order needed to successfully import data. Select Download Template to save the template to your device.
5. Open the downloaded file on your device. Then manually fill out the spreadsheet or you can copy and paste data into the template from other spreadsheets/exports you may have from other systems.
Please note that the columns must maintain the order in the originally downloaded spreadsheet. Additionally, the format of data must be valid in order to successfully import. If any of the data entered into the template is invalid, we will show you any errors after import so they can be corrected.
6. Once the template is filled out, save the file to your device and return to the Personelle platform. If your session ended, you can go back to the directory and select import employees again.
7. Select the Upload Template option, then select the template you just filled out to bulk upload the information. You can also drag and drop the file into the prompt to start the bulk upload process.
8. Once the template is loaded; the site will notify you if any errors were detected. You can choose to remove the errors or make corrections before continuing the bulk upload. If no errors are detected, the site will inform you that the data is ready to be imported. Select Import Employees to initiate the bulk upload.
9. You will then be navigated to the employee directory page where you will start to see your employees loading into the directory. The upload may take some time to process if you are attempting to upload a large volume of employees at one time. You will see a loading indicator on the top of the page. You may continue to use the platform while employees load.
Note: After employees are added into the directory, you must send them an invite to register for self service if you want to grant them access to the Personelle system.