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 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 .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.

    • Full-time

    • Part-time

    • Contractor

  • 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 Advanced

  • 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.

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