There are 3 ways to add people to your account:

  1. For 1 or 2 individuals - manually add your people (see below)

  2. For larger numbers of staff, more segments or to update existing data - follow the video below (see below)

  3. If you're a breathe or PeopleHR customer, you can use our integration.

If this is your first time uploading data, we'd recommend viewing the video below to get a better idea of the different roles, and how you can keep your data up to date.

1. Manually add an individual

  1. Click on the People menu.

  2. Click the 'Add User' button.

  3. Type the Name and Email of the person and select their Role (more on these here)

  4. If you want to assign the individual to a Manager (so this manager can access their results), in the Reports To box type the name of the manager you'd like to give access to and select them from the drop down.

  5. Enter their filter data on the right hand e.g. Team, Location, Department, Unit and Manager groupings.

  6. When you are finished click the 'Save' button.

  7. Click on the People menu heading again, you'll now see your entries listed in the table.

2. Add/Edit people using our Excel spreadsheet

Watch the short video below for a walk through (and some advice) on how to add your people data using the spreadsheet.

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