Adding Employee Data

Adding Employee Data to HR Assistant

1. Entering Employee Data Manually

For smaller teams or when adding a few employees, you can manually input employee data:

• Step-by-Step Input: On the "Employees" tab, click "Add Manual" to start entering employee information. Begin with the mandatory fields—Name and Email—and proceed to fill in other details such as Phone Number, Department, and Position. Consider reading more about How to Manage Employee Records to ensure you capture the right details.
• Choosing Which Fields to Use: Here, you can decide which additional fields you want to fill out and whether they should be public (visible to all employees) or private (restricted to seat owners and managers). Customize these fields as needed.

2. Bulk Upload Using a CSV File

For larger teams, using a CSV file for bulk uploads is more efficient:

• Prepare Your CSV File: Before uploading, ensure your CSV file includes headers that match the fields you want to capture in the AI system. Common headers include Name, Email, Phone, Department, and Position. If you're unsure how to best organize this information, explore tips on How to Analyze Skill Gaps and ensure you're capturing key details.

• Upload and Match Fields: After clicking "Import .CSV," upload your file and match the CSV headers to the correct fields in the HR Assistant AI. This can help streamline the process and increase efficiency in managing recruitment data across teams.

👉 Note: Note that Basic plan users can only enter data for up to 15 employees. For larger teams, a Pro or Enterprise plan is required to manage additional personnel.

3. Reviewing and Managing Employee Data

After entering or uploading data:

• Review Employee Information: Once added, you can review all employee data in the "Employees" tab. This section will show a list of all employees, including their status (e.g., Trained). This review process is important for tracking metrics effectively, as seen in Key Internal Communication Metrics You Need to Track.
• Manage Fields: If you need to adjust which fields are displayed or how they're categorized (public vs. private), you can do so by managing fields in the settings.

By following these steps, you can efficiently manage your employee data, ensuring that both public and private information is securely stored and accessible to the appropriate personnel. 

This streamlined process enhances HR operations and keeps all employee data organized within the HR Assistant AI.

‍