How to Add Employee List to Team Engine
Your Employee Directory in Team Engine is the foundation for messaging, surveys, referrals, and automations. You can add employees in two ways: uploading a list or adding individuals manually.
Option 1: Upload an Employee List
>>>>>> Team-Engine-Employee-List-Template.xlsx <<<<<<<<
Steps on How to Upload a New List
- Go to the Directory tab in the left-hand menu.
- Click Add Employee → Upload Employee List.
- Download the sample template provided in the upload window.
- Upload your completed spreadsheet.
Note: Once uploaded, Team Engine will begin processing your file. Processing is typically completed within the same day; however, updates may take up to 24 hours to reflect in the directory after processing is finished. You will receive an email notification once the directory update is complete.
Required Fields
- First Name
- Last Name
- Phone Number (format: 000-000-0000 — no +1)
- Start Date
- Employee Identifier
Recommended Fields
- Nickname
- Job Title
- Email Address
- Birthdate
- Supervisor’s Full Name
- Language Preference
- Groups (Department, Location, Shift, etc.)
Tip: Many customers export this information directly from their payroll or HR system to make uploading easier.
Updating Your Directory
Uploading a new list will:
- Add new employees
- Update existing employee information
- Mark employees not included in the file as quit/fired
Always include all active employees in each upload.
Option 2: Add Individual Employees
To manually add or edit employees:
- Go to the Directory tab.
- Click Add Employee to open the form.
- Enter basic info, or click Add More Details to include optional fields like job title or supervisor.
This method is best for adding a few new hires or making small updates.