How to fill in the user import sheet?
If your company has more than 100 employees, you can send us a spreadsheet with the data to facilitate the registration of users.
Download the excel spreadsheet by CLICKING HERE.
When you open the spreadsheet you come across 3 tabs, let's go through one by one.
In TeamCulture, we can unite collaborators by groups, these groups are composed of a name (group name), and a Parent group. If you want to know more about group structuring, click here.
In the first tab, you will see the information of the groups with some already completed examples.
Fill in the group names and their hierarchies if there are any.
In the second tab, you must put all employees of the company, remembering that ALL FIELDS ARE MANDATORY
Looking at Column D (PROFILE). In this column, we have the permissions within
TeamCulture. Currently, we have 3 permission options, Collaborator, Manager, and
Administrator:
Collaborator: answer to engagement surveys, custom surveys, and send feedback.
Manager: have access to the company's metrics and the metrics of the group to which they are assigned and respond to feedbacks of their employees.
Administrator: has full access to the platform.
Observing column E (Groups). This column is filled in by the second tab, it cannot have groups that do not exist in there!
In the third tab, you must link the managers of the registered groups, a group does
not necessarily need a manager.
After completing the spreadsheet we will import your data into TeamCulture.
Please send it to us by calling us by chat
Do it differently! Let's Question, Act, and Evolve. Talk to our team right now using the side chat or take the opportunity to read more about the platform.
Download the excel spreadsheet by CLICKING HERE.
When you open the spreadsheet you come across 3 tabs, let's go through one by one.
The first tab (Groups)
In TeamCulture, we can unite collaborators by groups, these groups are composed of a name (group name), and a Parent group. If you want to know more about group structuring, click here.
In the first tab, you will see the information of the groups with some already completed examples.
Fill in the group names and their hierarchies if there are any.
The second tab (Users)
In the second tab, you must put all employees of the company, remembering that ALL FIELDS ARE MANDATORY
Looking at Column D (PROFILE). In this column, we have the permissions within
TeamCulture. Currently, we have 3 permission options, Collaborator, Manager, and
Administrator:
Collaborator: answer to engagement surveys, custom surveys, and send feedback.
Manager: have access to the company's metrics and the metrics of the group to which they are assigned and respond to feedbacks of their employees.
Administrator: has full access to the platform.
Observing column E (Groups). This column is filled in by the second tab, it cannot have groups that do not exist in there!
The third tab (Managers)
In the third tab, you must link the managers of the registered groups, a group does
not necessarily need a manager.
Finishing
After completing the spreadsheet we will import your data into TeamCulture.
Please send it to us by calling us by chat
Do it differently! Let's Question, Act, and Evolve. Talk to our team right now using the side chat or take the opportunity to read more about the platform.
Updated on: 30/04/2021
Thank you!