How to manually add an employee to Plecto
Employees in Plecto are typically imported from external systems along with your data. But you can also import employees from an Excel spreadsheet or create their profiles manually.
Here's how to create an employee profile manually:
Go to Settings > Employees > New employee.
Enter the employee's first name and last name.
(Optional) Add a display name. For example, a display name for David Howard could be Dave, and that's how Dave will be displayed across Plecto.
(Optional) Add a job title.
(Optional) Add a manager. The manager will then be able to create one-on-ones with this employee.
(Optional) Add employee's date of birth. If birthday notifications are enabled in the organization settings, Plecto will announce the birthday on the news feed.
(Optional) Add a profile picture.
(Optional) Add teams. You can add the teams the employee is a member of or the teams they manage.
(Optional) Decide if the employee should have login access. If yes, enter their email, and they will receive an invitation to join Plecto and set a password. Once they log in, they will be able to access Plecto within their assigned permission.
Click Save to finish and create the employee.
How to import multiple employee profiles
You can easily create multiple employee profiles at once by importing an Excel spreadsheet into Plecto. Here’s how:
Download the template:
Go to Settings > Employees.
Click the three dots in the top-right corner and select Import from Excel.
Click Download template.
Fill in the template: Open the downloaded spreadsheet and enter the following information:
First Name and Last Name (required)
Email (optional)
Team name (optional)
Parent team name (optional)
Team manager? (add "Yes" if the employee is a team manager, leave blank if not a manager)
Upload and review:
Return to the same page where you downloaded the template.
Upload your completed spreadsheet and click Preview.
Review the details carefully. If needed, adjust your spreadsheet and re-upload.
Import:
When everything looks correct, click Import.
Your new employee profiles will now appear on the Employees page.