Adding new 'People' profiles

To add new people:

You will need the following information about your people:

• First and last names, and Emails (mandatory)
• Department, Site, Birthdate, Start date (optional)

On the People & Budget tab, click on the '+ Add people' button to choose one of the three following options:

1. Add Manually
2. Import CSV - Refer to the bottom of the article to download the CSV template.
3. Sync HRIS*

1. Add Manually

• • Add the necessary information manually to the spreadsheet.
  • The mandatory fields are the First name, Last name, and Email (marked with a star '*').
    • The additional fields are optional and are not required for the submission to be accepted but are necessary if you wish to activate the rules.
    • In addition you can grant people with credits during the upload, by entering the required amount in the "Add Balance" field. This step is not mandatory, and you can also add credits later on if needed.

*IMPORTANT: Make sure you are using the accepted date formats on the 'Birthdate' and 'Start date' columns: -yyyy-mm-dd- OR -mm/dd/yyyy- OR -dd.mm.yyyyy-

2. Import CSV 

• • Upload any .csv, .tsv, .txt file with a person per row and the columns for the First Name, Last Name, and Email, Balance (Credits to grant) per person.
    
    Note: You can find a CSV template in the attachment at the end of this article.

• • The next step will ask you to match your spreadsheet columns to the right data points or edit any cell, click continue

• • Then, repair, clean up, or remove any corrupted data before finalizing your report.

3. Sync HRIS*

• • Simply choose your HRIS provider and follow the detailed instructions to integrate it into the Covver Dashboard.
    
  • A detailed guide on how to sync to your Hibob system is available here.
  • A detailed guide on how to sync to your BambooHR system is available here.

Can’t find your HRIS? Click on 'More Providers' or email us at success@covver.io

*IMPORTANT: Please note that if you are using an HRIS integration to manage your user list, it is important to make all changes to the user list (excluding credit changes) through the HRIS system and not through the Admin Dashboard. Failure to do so will result in these changes not being saved.

Click below ↓ to download the template