Add and manage employees (Users)

User Management allows admins to add employees, update their information, track activity, and manage access within the platform.

You can view active and blocked employees.

Add employees

Navigate to Settings > User Management > Users.

Click ADD at the top right.
Select one of the options:

NEW USER: Add employees manually.
IMPORT USERS: Add or update employees in bulk. Learn more in Update existing employees.
View Integrations: Import employees from HRIS platforms.

3. Click CONTINUE.

ℹ️Additional information:

Always download the latest Excel template before importing employees to ensure compatibility with the current system format.
When importing or syncing users from an HRIS platform, ensure that the single-select and multi-select custom field types match with the mapped custom field options in Engagedly.
If an employee's hire date or birthdate is February 29, our system automatically considers it as February 28 in non-leap years. Any 30-day, 60-day, or work anniversary reviews based on the hire date are also conducted on February 28 during non-leap years.

Manage employees

After adding employees, you can edit their details and control their access.

For each employee:

Click the Edit icon to update employee information.
Click the Overflow Menu for additional actions:

Impersonate: Log in as the selected employee to test roles, permissions, or data access without affecting real employee data.
Assign Permission: Grant specific permissions to the selected employee. Learn more in Add and manage roles and permissions.
Block User: Block or reactivate the employee. Learn more in Activate blocked employees.
Mark as Site Administrator: Assign administrative privileges to selected employee, delegating platform-wide responsibilities while maintaining control.
Mark as CXO: Grant CXO-level access to selected employees, providing appropriate levels of authority.
Resend Login Credentials: Send login credentials again if an employee has forgotten them.
Change Password: Update the password for the selected employee in the organization.
Change Source: Change the data source to update employee data synced from an HRIS platform (such as BambooHR, ADP, or Namely).

📒Note: When you change an employee’s source on Engagedly, their information no longer syncs from the HRIS platform, even if the user sync process is triggered.
If you change the source back to the original HRIS platform, Engagedly overwrites any manual changes with the data from the HRIS during the next sync.

Manage Documents: Upload employee documents and optionally notify their manager during the upload process.
Edit Profile Picture: Update the employee’s profile picture.

Update existing employees

Update existing employee information in bulk using import.

Navigate to Settings > User Management > Users.

Click ADD at the top right.
Select IMPORT USERS and click CONTINUE.
Select Update Existing Users.

💡Tip: Select Add Users to import new employees.

📒Note: Ensure to select the correct import option. If you try to add new employees using “Update Existing Users” or update existing employees using “Add Users”, the system displays an error.

Activate blocked employees

Block employees when required, providing a reason. Blocked employees cannot access the platform or receive notifications.

Navigate to Settings > User Management > Users > Blocked Users.

For each employee, click the Overflow Menu and select Activate the User.

📒Note: Blocking an employee removes all reporting relationships. When reactivating them, you must reassign their reporting information for them to appear in their manager’s team.