The Employees section on the navigation menu is where users can manage the employees that receive surveys.

Accessing and Editing Employees

Individual Employees

You can manage individual employees in several ways:

  • Add an employee – by clicking on the ‘+’ sign on the top right of the page, you can add an individual employee and their information

  • Edit employee information – by clicking on any employee in the list, you can edit any of their information

  • Disable an employee – you can disable an employee by clicking on their name in the list and toggling off 'Enabled'

On the Employees page, you can individually add new employees, edit their information or disable them

Bulk Add/Update Employees

For mass changes to the employee records in WorkTango, use the process below:

  1. Ensure all custom Employee Fields have been added in the Configuration section

  2. From the navigation menu, click into the Employees section and then on the Upload button

  3. Optional: If you'd like to generate a sample file, click the Generate Sample File button to get a template to use for all uploads/updates.

    1. Complete the file with your data and save it as a CSV/Excel file.

  4. Once you've clicked the Upload button, select your CSV/Excel employee file for upload.

  5. Choose either to Update or Override your employee data:

    1. Update: use when you are updating some but not all employees. Update enables you to add or update employee records already on file. Example: adding a few employees without impacting your full employee list or changing some employees' roles or people leader. The system identifies users by their employee ID.

    2. Override: use when uploading a full employee list or to replace what any disabled employees in the system with the new list.

  6. Hit Start to upload employee data.

Once the employee file has been uploaded, you should receive a pop-up confirmation message.

The Bulk Add/Upload screen where CSV/Excel files are used to add and edit employee data

Setting up an HRIS Integration

WorkTango can connect with almost any modern HRIS System. Please contact your account manager to have this set-up.

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