We know that managing user properties efficiently is a critical aspect of your performance management and deployment. That's why we've enhanced the user experience in Teamflect, making bulk uploads of custom user properties a seamless process. Below, you'll find a detailed guide along with some practical use cases to showcase the versatility of this feature.
Note: For further technical details, please see this article here.
Step 1: Access the Admin Center
Start by logging into your Teamflect account and accessing the Admin Center at https://admin.teamflect.com/
Once in the Admin Center, navigate to the 'Users' section and click on 'Active Users' in the left rail.
Step 2: Download the Template
Locate the 'Bulk upload/update users via Excel' button within the 'Active Users' section.
Download the CSV template prepared by the Teamflect team specifically for bulk uploads.
Note:
The following user attributes are synchronized by default from Microsoft 365:
Job Title
Department
Country
Office Location
Employee Hire Date
Birthday
Mobile Phone
Employee ID
Employee Type
Please note that data sources can be changed. For more information, refer to this guide: Guide to Setting Up HRIS Integration with Teamflect
Step 3: Template Customization
The template comes with columns representing existing attributes, both the ones synced with MS 365 and manual inputs previously set in Teamflect. So, if you have 5 existing attributes in your account in the ''User Attributes'' section, the template comes with 5 columns; if you have 10, it comes with 10 columns.
Note: For additional attributes, check the 'User Attributes' section. Create any new attributes you need first, and add them to the template as a new column for a seamless upload experience. To learn more about managing user attributes in Teamflect, click here.
Step 4: Fill Out and Save
Now, fill out the template with the relevant data. Ensure accuracy and completeness. Save the filled template to your local device for the next step.
Step 5: Validate
Back in the 'Active Users' section, click on 'Choose a CSV file' and select the template you just saved. Click on the ''Validate'' button to confirm the upload, and Teamflect will take care of processing the data.
Step 6: Confirmation
Once the data is processed, you'll receive a confirmation within the pop-up. Your custom user properties are now successfully uploaded.
Step 7: Verify Changes
Head back to the 'Active Users' section to see the new attributes assigned to your Teamflect users. This step ensures that the changes are reflected accurately.
Common Mistakes to Avoid
❌ Do not delete column headers or reorder columns in the template.
You may clear the values in any columns you don’t want to update, but the headers must remain in place. Otherwise, the system will not be able to match the data correctly and may return an error.
✅ Only fill out attribute fields not synced with Microsoft.
📧 Column A must include all user emails that should have access to Teamflect if your license management model is ''Manually select.''
👤 Manager field:
Leave blank if you want managers to sync from Microsoft/HRIS.
Fill in only if you manage managers manually in Teamflect.
🔄 Teamflect does not sync back to Microsoft/HRIS; changes in Teamflect won’t update Microsoft/HRIS.
🔔 Avoid notification floods: Disable Relationship notifications under Admin Center > Settings > Notification Settings if making bulk manager updates without notifying people.
Use Cases
Streamlining Onboarding:
Easily bulk upload new employee details during onboarding, saving time and ensuring all necessary information is in the system from day one.
Role-Based Attributes:
Customize user attributes based on roles within your organization. For instance, track certifications for specific roles or departments.
Personalized Communication:
Use custom attributes to personalize communication. For example, upload preferences for language or communication method.
Training and Development:
Track training and development progress by adding relevant attributes. This allows HR to monitor and support employee growth.
By following these steps and exploring these use cases, you can maximize the efficiency of your performance management and HR processes using Teamflect's bulk user property upload feature.
Should you have any questions or encounter any challenges, our dedicated support team is ready to assist you at [email protected]. Here's to smoother HR management with Teamflect!