Employee Management

How to add, remove, and update employees so you have accurate assessment delivery and results

14 articles in this collection
Written by Brian Deyo, Michael Vasey, and Leah Hahn

Adding and Updating Employee Data

How to add, update, remove, and reactivate employees and groups

Written by Brian Deyo
Updated over a week ago

First Survey Grouping Guide & Template

Best practices for creating the groups to include in the Emplify Survey report

Written by Leah Hahn
Updated over a week ago

Employee Data Requirements

Guide on what employee data is required for the Emplify Survey

Written by Leah Hahn
Updated over a week ago

Quarterly Survey Grouping Guide

Best practices to update employee groupings for subsequent Emplify Surveys

Written by Leah Hahn
Updated over a week ago

Employee Grouping FAQs

Frequently asked questions and answers on employee groupings

Written by Michael Vasey
Updated over a week ago

Employee Management within Emplify

How Account Owners and Org Admins can manage and update employee data directly inside the Emplify portal

Written by Michael Vasey
Updated over a week ago

Bulk Update Employee Records

Employee CSV Import Colums and Formatting

Employee Data template and instructions on the employee data needed for the Emplify Survey

Written by Leah Hahn
Updated over a week ago

Bulk Employee Updates Using CSV Export/Import

How to make changes to many employees at once updating existing records

Written by Leah Hahn
Updated over a week ago

Bulk Update with Your Employee ID

Use this process if you are exporting employee information directly from your system.

Written by Brian Deyo
Updated over a week ago

Managing Employees In the Portal

Add an Employee

Instructions on how to add an employee to the Emplify Portal

Written by Leah Hahn
Updated over a week ago

View or Edit an Employee

Review or update details on an employee record

Written by Leah Hahn
Updated over a week ago

Employees Section - Active Tab

Manage data for current employees

Written by Leah Hahn
Updated over a week ago

Employees Section - Access Tab

View and manage users with People Insights access

Written by Leah Hahn
Updated over a week ago

Employees Section - All Tab

Manage data for current, on leave, and terminated employees

Written by Leah Hahn
Updated over a week ago