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Employee Management and Leader Roles and Permissions
Employee Management and Leader Roles and Permissions
How to add, remove, and update employees so you have accurate assessment delivery and results
21 articles in this collection
Written by
Brian Deyo
and
Leah Hahn
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
Including phone numbers with the 15Five integration
Written by
Leah Hahn
Updated over a week ago
Employee CSV Import Columns and Formatting
Employee Data template and column descriptions
Written by
Brian Deyo
Updated over a week ago
Bulk Import Errors
What each error means and how to correct it.
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
Syncing Data from 15Five
Written by
Leah Hahn
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 over a week ago
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
Group Management
Custom and System Groups
Written by
Leah Hahn
Updated over a week ago
Including employees in multiple groups within a group type
Written by
Leah Hahn
Updated over a week ago
Planning what group data to include in an engagement assessment
Written by
Leah Hahn
Updated over a week ago
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
Roles and Permissions
Access to Engage (Emplify System)
How to add users, assign roles, and manage access to insights
Written by
Leah Hahn
Updated over a week ago
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