As an admin, you are able to add and deactivate users within the 'People' section of your Admin dashboard.
You can choose to add/deactivate individual users, or bulk upload multiple people via CSV.
Add a single person: This allows you to add users on a one by one basis and is good for small teams or updating your people when you have a new starter or leaver.
Add people by CSV: Inviting in bulk is great for when you're first setting up, have a large number of employees, and want to add everyone simultaneously.
When adding an individual user, there are some compulsory fields to complete and these are: First name, Last name and Email address. There are also a few options fields including:
Date of birth: Adding this this will allow you to celebrate your employees on their birthdays.
Employee start date: Adding this will allow you to celebrate your employees based on employment milestones.
Country: If you are providing Perkbox to your global employees, amending the country will ensure the perks available to them are relevant to the region they are in.
Role: Here is where you can decide if you want to set someone up as a regular user or make them an Admin. You can go back and amend this at a later date if anything changes.
Team: If you have teams set-up on Perkbox you can use this drop-down menu to add users to a specific team or teams.
External ID: You can use this section to add in a payroll number or employee ID number for each user.
Once you have completed all the relevant fields you would click the 'Add' button at the bottom of the page.
Please note: Once a user has been added to the Perkbox platform they will automatically receive a Perkbox welcome email with details on how to activate their Perkbox account - so make sure you don't add anyone before your Perkbox launch date or before you'd like them to have access to the platform.
You can download a list of all your users (both active and deactivated) by clicking the 'Download people list' button at the top of the page.