How to Set Up Your Employee Directory in 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 <<<<<<<<
- 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.