Employee Management and Leader Roles and Permissions | Emplify Insights | Articles and guides on how to use the Emplify Engagement Assessment and Portal

Employee Management Overview

Overview of the different ways to create and maintain your employee list within the Engagement Product

Written by Brian Deyo
Updated over a week ago

Bulk Update Employee Records

Employee CSV Import Columns and Formatting

Employee Data template and column descriptions

Written by Brian Deyo
Updated over a week ago

Bulk Employee Updates Using CSV Export/Import

How to add/remove/update employee records in bulk using the Bulk Employee Import tool

Written by Brian Deyo
Updated over a week ago

Organization Employee ID bulk upload setting

Use this setting if you are exporting employee information directly from your system and have unique employee IDs you will use every time.

Written by Brian Deyo
Updated over a week ago

Managing Employees In the Portal

Overview - Adding/updating/removing employees from within the Employee List

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

Written by Brian Deyo
Updated this week

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 this week

Employees Section - All Tab

Manage data for current, on leave, and terminated employees

Written by Leah Hahn
Updated over a week ago

Group Management

Updating groups between engagement assessments

Best practices to update employee groupings for subsequent engagement assessments

Written by Leah Hahn
Updated over a week ago

Employee Group Type and Group FAQ

Frequently asked questions and answers on employee groupings

Written by Brian Deyo
Updated over a week ago

Hidden Attributes

Add custom attributes for filtering data and define who has access to these results

Written by Leah Hahn
Updated over a week ago

Date Based System Group Types

How to manage and interpret results for date based system group types

Written by Brian Deyo
Updated over a week ago

Roles and Permissions

Access to Engagement (Emplify System)

How to add users, assign roles, and manage access to insights

Written by Leah Hahn
Updated this week

Assigning "Limited" Access to Users with a Leader Role

How to manage access for Leaders who should not see all Emplify Insights data

Written by Leah Hahn
Updated over a week ago