You can import your people data and reporting lines in one bulk upload using our import tool.
If you have a list of people you'd like to upload, you can bulk add users easily under the People tab of the Administration centre. Then select the People tab, click the Import/audit users button
This will take you to a new page where you can download and complete a user import template in the required format for upload. The minimum information required to upload users will be the person's email, first name and last name.
Once you've completed the template, remove any columns that you are not using and the row with the Column Descriptions, leaving the row above with the technical import column headers. Copy and paste all of your data into the Import/Audit user tool, including the technical import column header row.
Click Analyse your data to generate a table overview of the users that the system has recognised from your pasted table.
Select the users you'd like to add, or select Show All entries from the drop-down and click the top left checkbox to select all.
Once complete, click the blue Add or update selected people button.
Note that once you have added everyone to the system, you will need to run it once more to assign managers to each user.
Adding custom fields to your People data and upload
If you would like to add custom people fields to Appraisd like Location, Department and more then you can do this from this from the Configuration area in People fields.
If you add a Custom1 field in Configuration then you will need to add a custom1 column to your user import template spreadsheet. You can add up to 6 custom fields.