As an organizational account manager, you can manage employee profiles for your organization. This guide covers how to add, edit, and delete individual employees, as well as how to use the bulk upload feature for adding multiple employees at once.
Your organization has a subscription with licensed seats. Make sure you have enough seats available before adding employees, or be prepared to purchase additional seat licenses.
Navigate to Employee Management
From your dashboard, click on "Manage Employees" or use the navigation menu to access the Employee Management page.
Click "Add Employee" Button
In the top right corner, click the purple "Add Employee" button to open the employee form.
Fill in Required Information
The following fields are required:
Add Optional Demographics (Recommended)
Complete additional fields for better analytics:
Save the Employee Record
Click "Save Employee" to create the record. The employee will automatically be assigned to your organization.
📧 Note: Once you add an employee, you can invite them to access the platform via the User Management section. They will receive an email invitation to set up their account.
Locate the Employee
Use the search bar to find the employee by name, department, or company. The search is live and updates as you type.
Click the Edit Button
In the employee table, click the pencil icon in the "Actions" column for the employee you want to edit.
Make Your Changes
The employee form will open with all current information pre-filled. Update any fields as needed.
Save Changes
Click "Save Employee" to update the record. Changes are applied immediately.
Warning: Deleting an employee removes all their data including survey responses and well-being history.
Find the Employee
Use the search function to locate the employee you wish to remove.
Click Delete Button
In the "Actions" column, click the trash icon for the employee.
Confirm Deletion
A confirmation dialog will appear. Review the warning and click "Delete" to proceed, or "Cancel" to abort.
Note: Deleting an employee does NOT free up a seat license immediately. The seat will remain occupied until the subscription period ends, but you can add a new employee to replace them.
The bulk upload feature allows you to add multiple employees at once using a CSV file. This is ideal for onboarding an entire team or department quickly.
Prepare Your CSV File
Create a CSV file with employee data. Required columns are:
Optional columns: Middle_Name, Gender, Age, Ethnicity, Job_Title, Industry, Education, Years_In_Job, Years_In_Profession, address_line_1, address_line_2, City, State, Zip, Primary_Phone, Department
Download the Sample CSV
Click the "Download Sample CSV" button at the top of this page to get a template with example data from a law firm. Use this as a reference for formatting your data.
Click "Bulk Upload" Button
On the Employee Management page, click the "Bulk Upload" button next to "Add Employee".
Select Your CSV File
Click "Choose File" and select your prepared CSV file from your computer.
Check Seat Availability
The system will show you your current seat status: total seats, used seats, and available seats.
Click "Upload Employees"
Click the upload button to process the file.
Handle Seat License Decision
If your upload requires more seats than available, you'll see a dialog with two options:
Option A: Limit Upload to Available Seats
Only the first N employees (matching your available seats) will be uploaded. The rest will be skipped.
Option B: Add More Seat Licenses
Purchase additional seats in blocks of 10 to accommodate all employees in your file.
Choose Billing Interval (if adding seats)
If you choose to add seats, select whether you want monthly or annual billing:
The cost will be prorated and added to your next billing cycle.
Confirm and Complete
Review your decision and click the confirmation button. The system will process your upload and show a success message.
Important Notes:
Your CSV file should have column headers in the first row, followed by employee data in subsequent rows. Here's an example structure:
First_Name,Last_Name,Middle_Name,primary_email,Job_Title,Department Sarah,Mitchell,,sarah.mitchell@company.com,Senior Partner,Litigation Michael,Chen,,michael.chen@company.com,Associate Attorney,Corporate Law Jennifer,Rodriguez,,jennifer.rodriguez@company.com,Junior Associate,Employment Law
Required Fields
Recommended Fields