Rhumbix users can add and edit employees and users from the Team Members Page under the Company Settings Menu. The team members added here can be included on time cards and field forms for projects. This guide will give you step-by-step instructions on adding and managing your Rhumbix team members.
Accessing Team Members Page
On your Rhumbix Dashboard, there are two Team Members pages. The main page is located under the Company Settings Menu. This page is where users will primarily manage all their employees and users.
Your employees and users will populate in list form once you have uploaded them. Admins will be able to manage team member information by editing, deactivating, or deleting team members.
The second Team Members page is located under the Project Settings Menu. This page is where users will be able to manage smaller clusters of team members under specific projects.
Before you can modify any information, you must filter to the project you would like to work under. When first navigating to the page, the right rail will open for you to select your project. You can also use the blue filter bar at the top of the page to open the right rail and select a different project.
Adding Team Members
We recommend two different upload options when deciding how to add Team Members to your Rhumbix platform.
1. Upload all team members through Company Settings, and then select individual team members from that list to add to your projects manually.
2. Upload a group of smaller lists of team members through Project Settings, so they are automatically added to their specific projects. Employees added this way will be automatically added to your Rhumbix Account and will appear under Company Settings.
*This is the option you want if you are loading Team Members with billing rates for T&M.
*Both methods will require you to upload using the CSV template file.
You can also add individual employees manually to your Rhumbix Account on the Team Members Page under Company Settings.
How to upload a list of employees
1. Download the template CSV file for team members in the Team Members page.
2. Fill out all employee information line by line. Please note that those fields with an asterisk (*) are required.
3. Save your completed CSV file.
For your convenience, please see below for more information about the Rhumbix employee information fields:
○ (EID) Employee ID, First Name, Last Name, and Role fields are mandatory.
○ Employee ID is a unique ID number linked with an employee (alpha/numeric). Rhumbix users normally use the Employee ID number found through the ERP system.
○ For further information on Roles, please consult the Rhumbix Roles article.
Email and Phone Number details are mandatory for specific Roles.
All Roles require an email, with the exception of Workers, as their email address serves as the User Id for login.
In addition to an email, Foremen Role will require a phone number.
○ All emails must be unique.
• Trade & Classification are optional but can be used to filter and search for team members in the mobile app and payroll processing.
How to upload employees via Company Settings
1. On your Rhumbix Dashboard, navigate to Company Settings and select Team Members.
2. Click on Upload on the top left.
3. Download our template CSV file for team members.
4. Fill out all employee information line by line. Please note that those fields with an asterisk (*) are required.
5. Save your completed CSV file.
6. Drag your Worker.CSV file into this box, or select the file directly using the select file button. You will be notified if there are any errors with the CSV.
7. Click next to confirm, and your CSV will upload and populate in your Rhumbix Dashboard.
Manually add Team Members under Company Settings
1. Navigate to Company Settings and select Team Members.
2. Select "+ Add Row” on the top left. A row will populate, allowing you to enter the employee information.
3. Double click on each field in the row to enter the information. Please note that the new row added will be red and will not turn white until all required fields are entered. Employee ID, First Name, Last Name, and Role are always required. Mobile Phone is required for Foreman, and Email is required for all roles except Worker.
NOTE: All emails and phone numbers must be unique. A duplicate email or phone number will return a save error message.
Manually add Team Members to Projects
Once your teammates have been added to your Rhumbix Account, you'll need to assign them to your projects to give them access. To do this:
1. Navigate to Project Settings and select Team Members.
2. Select the project you would like to add team members to.
3. Select “+ Add Row” on the top left.
4. Double click the text field under Employee to open the drop-down list of your existing employees. Select the team member you want to add to the project by either scrolling to the name or typing the name in the search box. Once selected, the team member’s information will automatically populate the row.
• Please note that the employee must exist under the Company Settings menu for them to populate in the drop-down.
5. To remove a team member from a project, select the box to the left of the Employee text field. A blue taskbar will appear at the top of the page. Select Remove, and the employee will be removed from the project but will remain in your Rhumbix dashboard under Company Settings.
How to upload employees via Project Settings
1. Navigate to Project Settings and select Team Members.
2. Select Upload on the top left.
3. Download our template CSV file for team members.
4. Fill out all employee information line by line. Please note that those fields with an asterisk (*) are required.
5. Save your completed CSV file.
6. Drag your file into this box, or click on "Select a File" and add the file. You will be notified if there are any errors with the CSV.
7. Click next to confirm, and your CSV will upload and populate in your Rhumbix Dashboard.
NOTE: Once your teammates have been added to your project, their data will be automatically added to your Rhumbix Account and exist under Company Settings.
To Delete, Deactivate, or Activate employees:
1. Navigate to Company Settings and select Team Members.
2. Select the employee(s) by clicking the box to the left of the Employee ID text field.
3. Select the action: Activate, Deactivate, or Delete from the blue taskbar at the top.
To give an employee access to Rhumbix Dashboard
1. Once an employee is added under Company Settings, you can grant them access to the Rhumbix Dashboard by switching their role from worker to one of the other preset Rhumbix Roles.
• As mentioned above, all roles except for Worker will require an email, so be sure to have the employee's email address handy.
• Please note that each role has different access and permission levels. More information can be found in the Rhumbix Roles article.
2. Once their role has been updated, they will receive an email to set up their Rhumbix account. The employee can access that email, click "Set Your Password" to create a password, and finish setting up their account.
3. Once your employee is in, they can perform actions and make changes according to their assigned role!
You can always find more information on how to set up your Rhumbix Account on our Support Center.