Add, import or update users

All users can be found under People > Directory.

There are 3 ways to add and synchronize users:

📥 Add and update in bulk via Excel / CSV file
🔄 Automatically add and update users via your HRIS
✍🏽 Add and update manually via Elevo

Note that people added to Elevo will only be invited to the platform once they are involved in a review cycle or manually invited.

📥 Add and update in bulk via Excel / CSV file

Very quick to set up, for this :

Get the spreadsheet template (on this link) or export your user list via Directory > Export,
Fill in the document with the information for the users to be synchronized,
Send the completed document to support@elevo.io.

We will perform the synchronization for you and send you a summary of the changes made.

🧷 The information to be synchronized

The login column is dedicated to organizations that manage some users without email. To learn more about it, read this article.

Field	Internal key	Description
Personnel number	registration_number	[optional] Internal user number (e.g. "0023" / "EX23-D" / "R2D2")
First name	first_name	[optional] User's first name
Family name	last_name	[optional] User's last name
E-mail	email	[mandatory if the username is empty] used as a unique identifier for the user as well as for the connection
Username	username	[mandatory if the email is empty] used as a unique identifier for the user as well as for the connection
Manager's e-mail	manager_email	[recommended] email of the manager associated with this user. Elevo uses this information to re-build your organization's hierarchy.
Manager's username	manager_username	[recommended] username of the manager associated with this user. Elevo uses this information to re-build your organization's hierarchy.
Name of the position	job_title	[optional] Position name
Team name	team_name	[optional] Name of their team
Date of hire	work_start_date	[Optional] Date of hire in YYYY-MM-DD format (e.g. 2015-11-25)
Admin	organization_admin	[Optional] Give admin rights to Elevo. Possible value: "Yes".
Level	level	[optional] Employee level (executive, non-executive, Level 12, Coeff 3.3, etc...)
Department	department	[optional] The department
Service	service	[optional] Department name, Business Unit,...
Gender	gender	[optionnel] Gender codes (f, F, female, Female, m, M, male, Male, other, Other)
Region	region	[optional] Region, city, or office
Entity	entity	[optional] Only if you use the admin rights by entities/populations functionality.
Language	locale	[optional] User language, possible value : "en", "fr", "es", "nl", "de", "it". If this parameter is not provided, the user will have the language defined at the company level.
Working time ratio	working_time_ratio	Working time ratio (for example, 50 corresponds to 50%, i.e. half-time) 0 ≤ Integer ≤ 100 (Integer less than or equal to 100, and greater than or equal to 0)
SSO Connection	use_sso	[optional] empty of "False". Allows you to activate or not the use of the SSO for the employee if it has been previously set.

🔄 Automatically add and update users via your HRIS

If you have one of the HRIS listed below, it is possible to synchronize your tool with Elevo to allow for recurring automatic updates.

We invite you to consult the article dedicated to your tool for more information:

⚠️ Warning : If your user base is automatically synced, user management from Elevo is disabled. To update a user, change their information in your reference system, the information will then be automatically updated in Elevo. It is also possible to set up a hybrid user management: part of the workforce will be synchronized with your HRIS/in SFTP and part can be defined as manually managed. This management is relevant in the case of a population not integrated to your HRIS for example. To find out more and to set it up, please contact Elevo Support.

✍🏽 Add and update manually via Elevo

This can be done in a few clicks:

In Directory, click on "+ Add user",
Fill in the required fields:
- Last name and first name ➡️ optional, but strongly recommended so that notifications are sent with names on it.
- Email ➡️ mandatory, except if you have set up the possibility to have users without email on your space (Manage users without email).
- Entity ➡️ optional, this field is dedicated to organizations having activated the management of restricted admin rights (Give restricted Admin rights).
- External user ➡️ these users will be able to be peers in a 360 feedback campaign but will not be able to participate as a reviewer or in 1:1 campaigns.

⚠️ Warning: If you have activated SFTP synchronization or integration with your HRIS, users created directly on Elevo will be considered as being managed manually and will not be synchronized (unless Elevo Support is asked to do so). We therefore recommend that you create and modify users on the SFTP file that you upload or in your HRIS. However, it is possible to set up a hybrid user management system: part of the workforce will be synchronized with your HRIS/SFTP and part can be defined as manually managed. This management is relevant in the case of a population not integrated to your HRIS for example. To find out more and to set it up, please contact Elevo Support.

User creation modal when a synchronization is activated:

🙋🏻‍♂️ Questions

➡️ What information is synchronized in Elevo?

All synchronizations via API and SFTP synchronize the following information:

Employee last name,
Employee first name,
Employee email,
Job name,
Date of hire,
Manager's name,
Personnel number.

Other fields can be synchronized depending on the API. You can ask your HR expert for more information. SFTP synchronizations also allow you to synchronize the following fields:

Team name,
Level,
Department,
Region,
Department.

➡️ Can I add employees who are not present in my HRIS (abroad, freelance, etc)?

It is also to set up a hybrid user management: part of the workforce will be synchronized with your HRIS/in SFTP and part can be defined as manually managed. This management is relevant in the case of a population not integrated to your HRIS for example. To find out more and to set it up, please contact Elevo Support.

➡️ Can we remove some of the employees from the synchronization?

Some HRIS systems allow you to exclude populations from synchronization. Please reach your Elevo expert to see if this is the case with your HRIS.

➡️ Can we change the managerial links in Elevo?

As long as a synchronization is activated with your HRIS, the information concerning your employees comes first from your HRIS. However, you can manually override a manager field to indicate information that is different from that provided by your HRIS.

➡️ Are the teams synchronized in Elevo?

You'll need to get in touch with your Elevo expert to find out what information is collected when synchronizing in API.

For SFTP sync, you have the option to fill in this column as you wish, see the method here.