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Add Multiple Users in My People

Summary

 The Add Multiple Users option allows you to add up to 1,000 users at a time by downloading and updating a template. Once you’ve filled in the required details, you can import the template into the system. If there are any issues with the data, the system will show an error, which needs to be resolved before importing again.

In this article

  • Before you begin
  • Step 1: Downloading the template
  • Step 2: Updating the template with user data
  • Step 3: Importing the template
  • Step 4: Handling errors
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins with the necessary permissions can use the Add Multiple Users option.
  • You can add up to 1,000 users at a time using the provided template.
  • The process involves downloading a template, updating it with the required user data, and importing it into the system.

Step 1. Downloading the template

  1. In the My People section, click on Add Multiple Users.
  2. You will be prompted to download the template.
  3. Download the template, which will be in CSV format and includes the required columns for adding multiple users.

Step 2. Updating the template with user data

  1. Open the downloaded CSV template.
  2. Follow the instructions provided in the template to update it with the necessary information for each user, such as:
    • Full Name
    • Job Title
    • Department
    • Work Email
    • Start Date
    • Employment Type
  3. Ensure that all required fields are filled in correctly.
  4. Save the updated template after entering the user data.

Step 3. Importing the template

  1. Once the template is updated, return to the Add Multiple Users section in the My People tab.
  2. Click on the Import button and select the updated CSV template file.
  3. The system will process the file and import the user data into the system.

Step 4. Handling errors

  1. If there are any issues with the data in the template (e.g., missing fields or incorrect formats), the system will display an error message.
  2. Review the error message to identify which rows or data are causing the problem.
  3. Correct the errors in the template, following the provided instructions for the correct data format.
  4. Once the errors are fixed, save the template again and re-import it.
  5. Repeat the process until all errors are resolved, and the import is successful.

Frequently Asked Questions (FAQ)

1.How many users can I add at once?

You can add up to 1,000 users at a time using the Add Multiple Users option.
 

2. What format is the template in?

The template is provided in CSV format, which can be easily edited in spreadsheet software like Excel or Google Sheets.

3.What happens if there is an error in the template?

 If there is an error in the template (e.g., missing or incorrectly formatted data), the system will display an error message indicating which part of the data needs correction. You must fix the errors before importing again.
 
 

4.Can I add more than 1,000 users at once?

No, the system allows you to add up to 1,000 users at a time. If you need to add more, you will have to split the data into separate imports.

5.What kind of errors might occur during import?

Common errors include:
  • Missing required fields (e.g., missing email or job title)
  • Incorrect data formats (e.g., date format or email format)
  • Duplicate entries (e.g., multiple users with the same email)
  • The error message will guide you on how to correct these issues.

6.Do I need to update the template according to any specific guidelines?

 Yes, the template includes instructions on how to correctly enter data. Make sure you follow these instructions to avoid errors during the import process.