Employee Management
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      Adding Employees from a CSV

      Keeping your employee list up to date is essential for complying with state and federal training requirements. Some trainings have an annual requirement.

      Navigate to your Workforce dashboard and click "Manage Employees."


      Click "Add Employees from CSV."

      To add multiple employees from a list, the file type must be a CSV (comma-separated values spreadsheet).


       

      Step 1: Click "Choose File" and select the appropriate CSV file from your desktop.

      Step 2: Choose the appropriate field for each column using the drop-down lists.


      Tip! The full name and email address are required fields. You have the ability to add other fields like department, title, location, etc, but these are not required.


      Step 3: You can assign employees to locations, but approach this step carefully.

      • Do not select all employees for all locations.
      • If you do not need to separate by location, do not select anything for step three.
      • If you want to assign employees to locations, duplicate the CSV and split employees by location before uploading. Then upload one location at a time marking the appropriate location for step three. Be sure to hit "Save" once a location is marked.


      Step 4: Mark yes or no depending on if the CSV file has a header row.

      Adding an Employee to Workforce - Step 21


      Step 5: Usually the answer is "Yes" to archive employees not on the list.

      Alert! If you are adding separate CSVs by location, hit "No, keep all employees;" otherwise, it will delete all employees not listed on that particular CSV.


      Step 6: Click "Yes" to restore any previously archived employees.


      Step 7: Click "Yes" to make all employees eligible for training.


      Step 8: Click "Yes" to add all employees to phishing simulations if all employees have company emails.

      Tip! We cannot phish personal emails.

      If the employee list is a mix of personal and company emails, click "No" to phishing eligibility under number eight. You can go back later, search for the company domain, and then add phishing eligibility to employees with company emails.


      Step 9: Adding employees to groups is optional. In this step, you may add employees to groups previously created in Workforce by selecting the appropriate groups from the drop-down list.

      Click "Add Employees" to upload the CSV.

      Adding an Employee to Workforce - Step 29

       

      If you have any questions, please contact support or your designated client success manager. Your CSM is happy to upload your employee list for you!