How to upload your teams

This article outlines how leaders can upload their teams so they can check-in with them

Step 1 - prepare your CSV

You will need a CSV with the following columns:

• Employee First Name
• Employee Last Name
• Employee email

It is okay if the columns are not in that order, but here is an example of what this looks like

Step 2 - go to manage organisation

Step 3 - Click 'Bulk import team members'

Step 4 - Insert your CSV

In the rectangle, you can drag ‘n’ drop your CSV or click to select your CSV to upload it.

Step 5 - Identify first row you want to import

In the example below, I would want to start importing from the second row as the first row is not employee information but just headings. So I would click ‘no’ for the first row, it would then highlight the second row and I would click ‘yes’.

Step 6 - Match the columns

Match employee first name, last name and email columns. In the example below, I would click ‘yes’ as that column is the employee first name, if it is not, simply click ‘no’ until it highlights the column that is employee first name and then click ‘yes’.

Step 7 - Click 'finish'

If you are happy with the information, click ‘finish’. We will remove duplicates and if the CSV has any ‘funny’ looking emails, we will flag that for you. You can always edit and delete team members after you have uploaded.