The Add Employee form can be used to add an employee or leader to the Emplify Portal. If you have a lot of employee changes or additions, your Customer Success Manager can help you make employee data changes through a data import before your next survey.
Emplify Tip: We recommend only including employees who have been with your organization for at least six weeks. This allows them to have enough context to answer about their work experience when participating in the survey.
Follow these steps to add an employee:
1. Navigate to Settings in the menu on the left.
Select the Employees section to open the employee list for your organization.
2. Click the "+" icon to open the Add Employee form.
3. Complete Step 1 by entering the Employee information.
In order to create a new employee, a unique phone number and/or email address is required.
Their first, middle, and last name can also be entered along with the birthdate of the employee. Including the birthdate will allow the employee to be included in the Generation report for the Emplify Survey.
4. Complete Step 2 by entering the Organization information.
If your organization uses unique IDs for employees, this can be added in the Employer ID field.
Listing the Start Date for an employee will include their responses in the Tenure and Hire Cohort reports. You will also want to assign the Group Memberships and Attributes for the employee. This will include them in the group reports for the Emplify Survey.
5. Complete Step 3 by selecting the Employee Settings.
If your organization has an open Emplify Survey, select the Add to Survey option to include the employee in the survey list. They'll start receiving survey invitations and reminders.
If the employee should have access to view survey results in the Emplify Portal, select the Access to Leader Portal option.
Note: If you have reached the leader limit for your product package, this section will be disabled and display the following message, "Leader Limit Reached." To adjust your limit, contact your Customer Success Manager.
You can choose the access level to control what results they can view:
Full Access - Employees with Full Access will see the Emplify Survey results for the entire organization.
Limited Access - Employees with Limited Access will only see Emplify Survey results for the groups they have access to. To give an employee Limited Access, select that permission level and choose the groups they should have access to.
Note: Limited Access is not available for all product packages. If your package does not include this functionality, the following message will display, "Limited Access leaders are disabled. Contact your Customer Success Manager for assistance." To add this functionality, contact your CSM.
You can also add or remove permissions to the results at a later date by editing an employee record. Employees who have been given access to the Emplify Leader Portal will receive an email notification.
6. Review the data and click Add.
This will create the new employee and add them to the Active employee list.