Creating and Editing the Employee Profile

Learn how to add or edit employee profiles in the CultureMonkey platform effectively. Optimize your employee management process with these steps.

Options for Adding Employees

There are two options for manually adding employees to CultureMonkey:

1. Add an employee: Ideal for adding two or three employees to the platform.
2. Import employees from CSV: Use this for bulk additions of employee data.

Adding a Single Employee

Step 1: Navigate to Add an Employee Feature

1. Log in to your CultureMonkey account and go to the Employees module.
   
2. On the Employees module, find the options 'Export to CSV' and 'Create an employee' at the top right of the screen.
3. Click on 'Create an employee', then select 'Add an employee' from the drop-down.
   

Step 2: Add Employee Details

1. After selecting 'Add an employee', a detailed employee form will open. Enter the employee's details in the relevant fields.
   
2. Fill in all mandatory fields marked with a red asterisk.
3. After completing the form, scroll down and click 'Create Employee' to save the profile.
   

Once added, you can send surveys to the new employee.

Editing an Employee Profile

1. Log in to your CultureMonkey account and navigate to the Employees module.
   
2. Search for the employee's profile using their first name, employee ID, or email address.
   
3. Open the profile, make changes, then click 'Save changes' to apply updates.

Managing Employee Status

Activating or Deactivating Employees

1. Locate the employee profile via search as previously described.
2. If you wish to manage inactive profiles, switch to the 'Inactive employees' tab and search there.
   
3. In the employee's profile, go to the 'Others' section at the bottom and check/uncheck 'Mark this person inactive' to change status.