Before you start, please keep in mind that once you upload your employee list, an automated email will trigger your employee's inbox.
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 Employee segments
Select Add new and create unique values for the following segments:
Step 2: Create Content Profiles
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 .csv spreadsheet template
Download Qualee's .CSV template and open using Google Sheets only.
Enter employee name and email address
Enter date of birth and start date in this format YYYY-MM-DD
Enter appropriate employment type in column G.
Enter the word employee to role level in column H.
Enter the email address of the employee's manager in column J "Manager"
(Note: If the employee’s manager's account hasn’t been created in the console, please use your console administrator’s email address.)
Enter unique values created in the prior steps accordingly for columns K - J, (Note: Please enter exact value name)
Download the accomplished .CSV template to your local storage.
Step 4: Upload the .CSV template to Qualee
Return to the Admin Console
Select Add employee
Choose Upload CSV
Locate and select the completed .CSV template
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.