Here's a quick video on how to add and archive employees to Zestful!
Under Admin Links click on People and then scroll down to the middle of the page and click on the green button that says + New Employees!
You can send single invites or a mass upload using our CSV template which can be found under +New Employees > Upload CSV > Download Template.
To have a successful upload please make sure do the following:
Use our CSV template and leave the row headers as-is:
Email, First Name, Last Name, Birthday, Work Anniversary, Team
Mandatory fields: Email, First Name, Last Name
Optional fields: Birthday, Work Anniversary, Team
Do not add anyone to the CSV if they are already in Zestful.
I.e., If you have anyone in your People tab, please don't add their information to your CSV because it will register as an error when you go to upload the file, and we don't want that. 😊
Also, if you add Birthdays and Work Anniversaries, please make sure to use the following format MM/MM/YYYY.
If for any reason you received an error during your upload, please take a look at the row associated with the error see if there are any extra spaces or if it the formatting is wrong.
And that's it! If you have any questions, please don't hesitate to reach out to our chat bubble below or shoot an email to our team at firstname.lastname@example.org.