How it works
To get your team into Aboard quickly, you can bulk upload all current team members with a .csv file.
Setup
Before starting, you’ll need to export a list of your employees from your current HRIS. Here’s how to do it for Humi, Rippling, HiBob, TriNet.
Step By Step
Go to the
PeoplescreenClick +
Add PeopleClick the Bulk Import tab
Click
Uploadto find .csv file of team membersClick
Add
Access Levels
Super Admin:
Super Admins can see and do everything in the platform.
Admins:
Cannot see Organization Settings
Do not receive auto-drafted Journey notifications (HRIS integration required)
Do not receive an explicit email invitation to join the Aboard platform (but they have access)
Members:
Members can only view the Tasks, People, Resources and Settings pages
Manually adding a User
You can add users with their Personal Email. Simply input their email, select their Access Level, and click Add. Once their Work Email has been created, come back into Aboard and add it to their profile! Users will be able to login with whatever email is in the Work Email field.
FAQ
FAQ
Q: If I set the
Access Levelin the .csv, does it override the option I can select in Aboard?Yes, the Access Level will be set by what is in the .csv file.
What happens if I’m adding someone who’s already in Aboard?
They will not be re-added because they’re already in there!