Group registration is the quickest way to get your people set up on Perkbox. Instead of waiting for employees to find a sign-up link, you add them all with one spreadsheet and they each receive a personal invitation.
Here’s how it works, from writing your welcome message to sending your invites.
Before you start: personalise your welcome message
Your welcome message appears in the email every employee receives, so it’s worth setting it up before you send any invites.
Log in and click Enter Admin.
Select Customisation from the left-hand menu, then Welcome message.
Write your own message, or keep our default by selecting Use Default. You have up to 650 characters.
Click Save.
Tip: Keep it short and personal. Tell people why you’re offering Perkbox and what they’ll get from it.
Step one – Go to the People area
In the admin area, select People from the left-hand menu. Then choose Add new
people, followed by Add multiple people by CSV.
Step two – Choose a country
Select the country you’re adding people to.
You can only add people to one country at a time, so make sure everyone in your CSV belongs to the same country. If you need to add people in more than one country, repeat these steps for each one.
If you haven’t set up your countries yet, you’ll need to do that first. See How to: set up countries on Perkbox.
Step three – Download and complete the CSV template
Select Download our template and open it in your spreadsheet software.
Add one person per row. You’ll need their first name, last name and email address. The other columns are optional:
Date of birth
Employment start date
Team
Role (Admin or User)
External ID
UK-only fields: National Insurance number, probation end date, termination date, hours per week, annual gross salary and pay frequency
Please keep the column headings as they are, and enter dates as DD/MM/YYYY.
When you’re done, save the file as a CSV.
Step four – Upload your CSV
Return to Perkbox and click Upload a CSV file, then select your saved file.
Step five – Check your columns
Perkbox shows you a Map columns screen with a preview of your data. Take a moment to check that each column heading matches the information beneath it. If something doesn’t look right, use the drop-down menu above the column to change it. You can scroll across to see all your columns.
Step six – Send your invites
When you’re happy with everything, click Invite (the button shows how many people you’re inviting). Perkbox then sends a welcome email to everyone on your CSV, using the message you saved earlier.
Once your people have registered, they can start using Perkbox straight away.