Step 1 - Add your people

This is the first step to getting your store running. Add the information of the people of your community, company, etc to later on reward them with credits to spend on Swag.

You will need the following information about your people:

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

Let's start!...

On the dashboard on the People & Budget tab, click on the '+ Add people' button.

You can add the information in three different ways:

1. Add Manually
2. Import CSV 
3. Sync HRIS*

Let's explore each... 

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.

*IMPORTANT: Make sure you are using the accepted date formats on the 'Birthdate' and 'Start date' columns.

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 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.
    

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.

Great, now that you've added your people, let's go to Step #2 - Set your Budget!

Click below ↓ to download the template