Team Upload Options
Everyone's initial thought when deciding how to find the best and easiest way to do anything is "What are my choices?" It's like knowing you're hungry but having no idea what you want to eat! It can be a big conundrum BUT WE HEAR YOU! And we want to assist you with this decision! Listed below are 3 options to upload the team file into Motivosity.
- Spreadsheet upload
- Using Bamboo HR
- Open API
We provide you with a template you can use to import your information. Most HRIS systems let you download a spreadsheet with this information. We suggest then formatting that spreadsheet to look like the downloadable template in Motivosity. See this article for further assistance.
We support SFTP file uploads for customers who wish to submit them that way. For security reasons, we cannot publish this information on our help site. Please reach out to firstname.lastname@example.org to get more details!
Using Bamboo HR
We love our partnership with Bamboo HR. In order for the integration to work, you will first need to do a spreadsheet upload with all your employees (See above for information). Then using the integration will keep the system updated with any changes made in Bamboo HR. See this article for further assistance.
If you are looking to customize any integration with our platform, we do have an open API! Yay! Check out the link below to help with any creative thought you have!
Full Upload vs. Partial Upload
A full upload assumes that the file you are uploading contains your ENTIRE org structure. Any user not in this file will be DELETED.
A partial upload assumes that you are wanting to add, update, or delete certain users. If you want to delete users, you can specify by typing “delete” in the “Action” column of your import.
Sorry about the length, but this is a very important topic to be familiar with as most of your admin time in the platform will probably have to do with something in this video. If you have any questions about certain parts of what was talked about in this video, you can check to see if we have any smaller articles out that cover specifics in-depth, or you can reach out to our support team. :)
Some extra things to keep in mind that are not specifically covered in the video but relate to the org chart:
- Birthday is not required in the upload but can be added by the user when they first log in. If you later push through a new file with a blank birthday, it will not overwrite the user input.
- Supervisor email powers so many crucial functions of MV that help create engaged workplaces - make sure you utilize it accurately!
- Country code will effect which gift cards will display in the store section for that user.
- Do NOT edit the headers - this will break the upload.
- Currently, the file must be uploaded in Excel's .xlsx format
Adding a single user
There are a couple of different ways we can upload a new hire into the system!
- Motivosity new user
- Full upload
When using Motivosity to add a new user, simply go to 'Setup' > 'Team' and select 'Add User'.
Then fill out the information:
Don't forget to select 'Save'.