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1. Accessing Settings from Your Profile
Click on your profile icon located at the bottom left of your dashboard to open the Settings option
2. Access Settings Menu
Click on Settings to open the employee details section
3. Navigating to the Employees Section
Under Settings, select the Employees option located in the Workspace section
4. Export Employees Data CSV
To get the current active employee data, select the Export CSV option. This will download the current employee file from the tool
5. Bulk Uploading Employees
Click on the dropdown icon next to the Add Employee button to bulk upload employee data to the platform
6. Choose Import from CSV
After clicking on the dropdown icon, you will see two options. Click on Import from CSV to enter bulk employee data in a CSV file and upload it back to the tool
7. Download Sample CSV File
After clicking on Import from CSV, the Upload Employee window will open. First, you need to download the sample template. You can download the Sample Peoplebox Employee Data.csv file as a reference and update your employee details in the same format.
Click on the link below to view the CSV format for uploading employee data in the Peoplebox tool: https://drive.google.com/file/d/1y8IYlx4TMow0etfbP6hveDaLUrYhIkYg/view?usp=sharing
8. Template Format Guidelines for Employees Upload
The template shown in the image includes a sample format that demonstrates how employee details should be filled. Employee data must be entered exactly in the correct format provided
Important Notes: Compulsory Fields are: Full Name & Email
Date Format should be in: DD-MM-YYYY
Performance Rating Values should be: 1 – 5
Billing Status should be: Active & Inactive
9. Important Template Guidelines
Do not change or rearrange any column names. Any modification to the template structure will prevent the upload from working, as the system requires the exact format to process the data correctly
10. Upload Employee Data File
After entering all employee details in the correct CSV format, follow the same steps as mentioned above to go to the Import from CSV option. Then click on Drop files here or click to upload and upload your CSV employee data file
The employee data CSV template includes the following columns:
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Company Employee ID: A unique identification number assigned to each employee.
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Full Name: The full name of the employee.
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Email: Employee’s email address used for communication and identification.
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Manager Email: Email address of the employee’s manager to define reporting hierarchy.
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Department: The department or team the employee belongs to.
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Date of Joining: The date the employee joined the company (format: DD-MM-YYYY).
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Date of Exit: The date the employee left the company.
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Title: The employee’s job title or designation.
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Gender: The gender of the employee.
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Age: The age of the employee.
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Division: The division or segment the employee is associated with.
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Business Unit: This column captures the specific business unit or department within the company to which each employee belongs.
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Location: The location column represents the physical location or office where each employee is based.
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Performance Rating: This column stores the performance rating or evaluation score of each employee.
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Level: The level column represents the hierarchical level or seniority of each employee within the company.
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Employment Type: This column captures the type of employment for each employee, such as permanent, part-time, contract, or temporary.
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Billing Status: The billing status column shows whether the employee is Active or Inactive.
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Team Name, Track Name, Current Position: Employee competency-related columns. If applicable, fill in the relevant details here.