When you’re adding multiple new users to Perkbox, you can save time by uploading them in Bulk. Here’s how to do this in a few easy steps – from creating your CSV to importing it into the Perkbox platform.
Step one – Start by clicking the People tab on the left-hand side of your Admin Dashboard, then select Add people by CSV.
Step two – If applicable, choose a country to add users to.
You can only add users to one country at a time, so ensure that all the users in your CSV spreadsheet belong to the same country.
Step three – Download the CSV template and fill in the relevant information. (DOB, DOE, Team, Role and External ID are all optional)
Step four – Save the CSV, return to Perkbox and click Upload a CSV file.
This will then automatically send a welcome email to any employee on the CSV.