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How to Update Employees

Employee information can be managed directly in the platform or by importing an employee list. Select the situation that best matches your needs to access the appropriate instructions.

Add one or more employees

Create profiles for employees who are not yet in your account.

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Update an employee's information

Modify employee information such as their name, department, manager, job title, or other attributes.

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Update multiple employees at once

Update a large number of employees in a single operation by importing an Excel file.

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If the import generates errors:

An employee is leaving the organization

Remove an employee from your account.

Depending on your needs, you can:

  • deactivate the employee's profile;

  • permanently delete the employee's profile.

Not sure which option is right for you?

See:

A manager has changed

Replace a manager or reassign employees to a new manager.

This situation may also require updating access to historical survey results.

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Update roles or permissions

Change a user's role or update their access to surveys and results.

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Need help? If you can't find the procedure that matches your situation, or if you continue experiencing issues after following the recommended steps, don't hesitate to contact our Support team.

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