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Walkthrough Videos: Getting Started & Setup

Video walkthroughs for uploading employee data, customizing your account, and initial setup.

Written by Efrat Barak Zadok

Video walkthroughs covering initial setup — importing your employee data, customizing your account, configuring fields, and inviting your team.

Uploading your employee file to Shapes

Import employee data into Shapes using a spreadsheet file.

Account Customization

Customize workspace branding, language, and email settings.

How to add new Employee Fields & Tables

Create custom fields and tables for any employee data.

Discover the File Field

Store and manage documents directly in employee profiles.

How to configure your personal settings and notifications

Set up personal preferences, language, and notification rules.

Permissions

Define what Admins, Managers, and Employees can view and edit.

Inviting Employees

Send invites so your team can log in to Shapes.

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