How to Set up Employees for Recognition

Introduction:

This guide will walk you through the process of adding employees to our system, ensuring they can fully benefit from our recognition and engagement tools. Depending on your company's preference and policy, there are two primary methods to add employees: direct business admin addition or in employee self-managed scenario.

Option 1: Direct Admin Addition of Employees

Title: Adding Employees Directly by Admin

Introduction: This method is ideal for businesses that prefer not to have employees manage their own profiles. An admin can quickly add employees individually or in bulk.

Step-by-Step Guide

1. Navigate to Staff Management:

Once logged in, locate the “Staff” tab on the dashboard.
Click on “Staff” to access employee management features.

2. Add Employee Option:

To add an individual employee, select “Add Employee.”
Fill in the necessary details like name, email, position, etc.

3. Upload Employee Option:

For bulk additions, choose “Upload Employee.”
Prepare a CSV file with employee details.
Select the file and upload it.

Option 2: Creating Users in a Self-Managed Scenario

Introduction: This method allows employees to take an active role in managing their profiles, fostering engagement and responsibility.

Step-by-Step Guide:

1. Create Users First:

Add new users by navigating to the “Users” section.
Enter their name and email address. The system will send a request to set up.

2. Convert Users to Employees:

Go to the user list under “Employees Management.”
Refer to create employees above

3. Associate Users with Employees:

The “Employee Edit” function links user accounts with employee profiles.
Select the specific User account for the employee.
Ensure accurate association for seamless user experience.

4. Profile Management by Employees:

Once added, employees can update their profiles, including a photo, contact information and professional details.
You can encourage employees to complete their profiles for a more engaging experience.

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