Service: Wevox Admin
Who can access: Owner
Service function:
To use Wevox services, you need to create members in the Wevox Admin. This article will guide you through the two methods of creating members, one at a time and all at once.
About adding members
There are two ways to register new members in Wevox:
1) Form Entry in the [Operation Settings](individual)
and
2) File upload (Bulk add member by file).
In this page, we will show you how to register using the File upload (Bulk add member by file).
For new registrations of 10 or fewer employees, we recommend using the Form Entry.
It is recommended that you create groups and customize categories before uploading employee data.
How to register using the File upload (Bulk add member by file)
1. Click [BULK ADD/UPDATE BY FILE] from [Members] page.
2. Upload the file according to the displayed instructions, enter the necessary items, and then upload the file from the same screen.
No notification will be sent to the registered users when the registration is completed.
Click here to download the template.
About the input data
The only required field is the email address.
E-mail address (required)
Last Name
First Name
ID (employee number)
Gender
Date of birth
Position ＊
Date of employment
Job category ＊
Employment classification
Entry-level / Mid-career ＊
Grade
Label
Memo(grade, skills, etc. can be entered)
＊This mark means items that can be renamed.
▼ Points
If it's already determined who you want to deliver the information to at the time of registration, it is convenient to set “TRUE” in “deliver_flg” in excel sheet. (This can also be set in the Operation Settings, but it will be set individually.)
The first line/template can't be changed due to system support.
*Please be assured that the survey will not be automatically sent to registered members until the delivery settings are completed.
Note
Up to 10,000 people can be imported.
If the number of import is more than 1,000, an email will be sent to you when the import is complete. (If the number is less than 1,000, it will not be sent as before.
Bulk update of members’ data
1. Go to “Members”.
2. Click "Download Members' List" and download the member's data on the “Download” page.
3. Click “Bulk Add/Bulk update” at the top.
4. Open the data in the Download file and rewrite the data.
5. Select "Bulk add/Update by File" at the upper right corner of the "Members" screen and select "Bulk Registration by File Upload".
6. Upload from the same screen
Notes
A maximum of 10,000 people can be imported.
If the number of imports is 1,000 or more, an email will be sent once the import is complete. (If there are less than 1,000 entries, they will not be sent as before.)
Change a member's email address
If the registered address is changed, it is necessary to search for the target person from [Members] and change the address one by one.
*If you change your domain, please contact Wevox support.
How to do it
Select the member whose e-mail address is to be changed from the [Members] page.
Enter a new e-mail address
Click Save Changes
Notes
If you update your information by uploading a file of member registration with a new address, the system will recognize it as "adding a new member" and a new account will be issued. Please note that this will also affect your billing and expenses.
Label Settings
You can set "labels" on the member screen to help with searches.
What is "Label"?
Labels are tags that you can use to search for members on the "Member" page. The label cannot be used to calculate scores for individual services.
How to do it
When you create members in bulk in Wevox Admin with an Excel file, please fill in the [labels] field.
Note
There are no restrictions on character formats.
Please note that numerical values cannot be calculated by using labels.
Labels already created in Excel files can be used on the service.