Managing Employees

Managing Employees

The Employees section stores the list of people who can receive surveys. This is separate from the main hub user list and can include non-system-users (e.g. staff who don't log in).

Adding Employees

There are three ways to add employees:

1. Add Individually

1. Go to Employees and click Add Employee.
2. Enter their name, email, department, and business unit.
3. Click Save.

2. Import from CSV

1. Go to Employees → Import.
2. Download the CSV template, fill in employee data, and upload the file.
3. Review the import preview and click Import.

3. Sync from Hub Users

If your employees are already hub users, you can sync them directly from your user list rather than re-entering data.

Departments & Business Units

Employees are assigned to Departments (e.g. Marketing, Engineering) and Business Units (e.g. London Office, Remote Team). These groupings drive the report filtering.

Deactivating Employees

When someone leaves, deactivate them rather than deleting — their historical survey responses are preserved for reporting, but they won't receive future surveys.