Adding a new person to Frankli is straight forward once you have the correct privileges to do so. Look down your sidebar menu items. If you see 'Admin', you're in business.
Before you begin theres a few things you'll need:
- Your employees work email addresses
- Department names
- Their managers email (optional)
- The start dates of your people
- Access level of your employees - this means whether they're a regular User (like most employees), Manager or Admin. We recommend only having a few Admins as they have abilities to extra functionality. Read more about what Admins have access to here.
- To Add a single user
To add an individual user to Frankli navigate to Admin > Company > New User.
Here you will be presented with a Set-up New Person dialogue.
Fill out all required details and click on button entitled 'Invite New Person'.
Done! The person in question will get an email notification and will be provided instructions of how to complete on boarding through a number of guided steps.
2. Adding several People
To add multiple people to Frankli navigate to Admin > Company > New Person. This time pay attention to the section entitled 'Adding several people?'
Firstly download the available template file to your computer. This will download a excel file template entitled 'UserBulkUpload.xlsx'. Simply populate the template with all required data, navigate back to Frankli and upload the file by clicking the button entitled 'Bulk Upload'.
Ensure all of the names used on the 'Bulk Upload' sheet are the same as the department names you created earlier or Frankli.
If an error occurs when you have uploaded your file, please refresh the page before attempting to re-upload the file.
File validation will occur and if all looks correct, you will be asked to confirm the data to be uploaded via the button entitled 'Confirm'.
When you're people are uploaded, they won't be immediately invited to Frankli until you choose to invite them. Do so by navigating to Admin > Company > Company View.
Here you can invite all pending people, by clicking 'Invite All' as highlighted.
You'll then be asked if you're sure you'd like to invite all pending people. If you are click 'Send Invite' and if not click 'Cancel'.
Email invites to Frankli will follow for each of the people in the template and each user will be provided instructions of how to complete on boarding through a number of guided steps.
You can also choose to invite people individually by selecting 'Pending' from the Status drop down menu as highlighted below.
Then click the envelope icon as highlighted below.
You'll then be asked if you're sure you'd like to invite the person. If you are click 'Send Invite' if not click 'Cancel'.
Email invites to Frankli will follow for each invited person and each person will be provided instructions of how to complete on boarding through a number of guided steps.