How to register employees in the technology sector in bulk? To answer this question, check out the following tips.
First, enter your dashboard and go to People Management. If you have few employees to insert into the platform, you can do it manually by going to the add button, entering each employee's email and sending the invitation.
However, if you have a large volume of names to add and want to do it all at once, follow the step by step:
Access our base spreadsheet at this link;
Make a copy on your Google Drive or download it in .xls or .csv format;
Put your users according to the model;
Send an email with an attachment or Google Sheets from your users to: [email protected] with the subject: (Your Company) <> User Sheet.
To do this, you'll need to create a CSV file with the following data:
Email (required);
Full name (display_name) (required);
Position (optional);
Time (team) (optional);
Team manager (manager_email) email (optional);
Invitation status (license) (required);
pending - will add the person without them being notified. You'll need an individual or batch action on the platform to activate it.
Type (required) - whether it is admin or user. Use admin for people who will be management users and user for employees in their respective teams.