Before you start, please keep in mind that once you upload your employee list, an automated email will be sent to your employees' registered email.
Bulk uploading of employees can be done in 4 simple steps. Here's how it works:
Step 1: Create Segments
Login to the Qualee console
Select Advanced
Select Employee segments
Select Add new and create unique values for the following segments:
Location
Department
Team
Gender
Step 2: Create Content Profiles
Select Library
Select Add and choose either File or Link
On the third line item, Content profile, click the + icon
Create a new content profile name
Click the check icon to save.
Step 3: Fill out the .csv spreadsheet template
Download Qualee's .CSV template via Advanced > Employees > Add Employees button as shown in the screenshot below and open the template using Sheets or Excel.
Preview: CSV Download template button
Preview: downloaded CSV template
Enter employee column A (first name), column B (last name) and column C (email address)
Enter column D (date of birth) and column E (start date) in this format YYYY-MM-DD
Enter appropriate employment type in column G (Employment Type)
Full-time
Part-time
Contractor
Partner
Vendor
Candidate
Customer, Contact and Agent
Enter the appropriate gender in column H (Gender)
Enter the email address of the employee's manager in column I (Manager)
Enter the email address of the employee's secondary manager in column J (Secondary Manager) if applicable.
(Note: If the employee’s manager/secondary manager's account hasn’t been created in the Qualee console, please use your console administrator’s email address or simply leave it blank)
Enter unique segment values created in step 1 accordingly for columns (K) (Department), L (Team), M (Location) and N (Document Profile).
*Note: Please enter exact value name
For columns O (Journey) and P (Action Sequence), enter the exact Journey and Action Sequence name created, otherwise leave it in blank.
*Note: Learn more about Journey and Action sequences
Next, enter corresponding filed values for optional columns Q, R , S and T.
Lastly, Enter either Save or Invite field value in column U.
*Note: Save refers to creating employee data without inviting them to the app, while Invite refers to creating employee data and Inviting them to the app.
Once all fields are completed, please download the accomplished CSV file to your local storage.
Step 4: Upload the .CSV template to Qualee
Return to the Admin Console
Select Advanced
Select Add employee
Choose Upload CSV
Locate and select the completed .CSV template from your local storage
The employees will now appear in the Employee section.
All employees will receive an email notification containing a system-generated password and instructions on how to download the Qualee app.