Populating list of employees
After setting up your attributes (we recommend to start with the attributes, if you haven't already set them up), we can proceed to create your list of employees that would be involved in your surveys.
On the Employee list page, click the green Import button. You will be taken to Import excel for EngageRocket page and then click Download Template at the bottom-right corner to download the Employee Import Template (Excel file).
The Employee Import Template excel file is where we will input the employee data according to the attributes that we have set earlier to upload into the EngageRocket database. You will realise that the column headers in the template is in the same order as the attributes set in the previous step.
To ensure that the excel dataset pairs well with the application database at the Import stage, do not change the column header names or add/remove columns in the excel template.
Now, time to punch in the data!
For an extensive discussion on this, do refer to our article Possible Errors while Uploading your Employee List to troubleshoot any issues, if you do experience them.
Note: Click Invite all button in the Employee list page to send login invitations to all the Company Admins/Managers. If you wish to send the invitations individually, please select the users and then click Invite to log in icon.
Updating list of employees
Once in a while, you'll need to update your employee list due to organic changes within your organisation.
To do so, you can either manually delete/add one by one under the Employee list page by checking on a name and clicking on 'edit' or you may do so by re-uploading a new excel sheet.
Do note that EngageRocket recognises employees via their email address and/or unique identifier. You may make changes to any attribute for the employees (keeping their email address and/or unique identifier unchanged) and once the list is uploaded, the changes will be reflected for the respective employees.
If you change any existing employee's email address and/or unique identifier, the new records will be recognised as brand new employees.
New hires can be added onto the exported list. The same common errors when uploading an employee list on EngageRocket should be noted.
Should you have more questions regarding updating your existing list of employees, do write to us at [email protected]