The first step to set up your account is the import of your employee data.
Download excel template
You can find the template in your OrgOS account > Smart docs > My docs. Please download it and have look at the different columns. We marked all required fields, so please make sure, that you fill out at least all of them.
Add additional fields
We already have some fields prepared for you in the app, but you can, of course, add as many additional fields as you want. Therefore, simply log in and go to Settings > Employee fields and add a new field to your preferred section. We offer the following types of fields:
Use the type boolean for fields, where you only expect the answer to be yes or no. You will get a checkbox in the employee profile, which you can click. You can use this for example to mark all employees, who take part in your work gym group.
To ensure, that your dates are displayed correctly for different location preferences (e.g. American vs. German), you can use the type date. All dates entered here will switch automatically to the expected format your employees choose as their personal 'region'.
If you want to save an additional email address for later use for reminders or the like, use the type email.
If you want to make sure, that only certain values can be entered into a field, go for a list. Here you can enter all allowed list items, which you can choose one from later. Use this type for example for the highest education someone has or which level of a foreign language.
The type number only accepts whole numbers (no decimals like 1,5). You can use them for anything, that you want to count, like for example how many children your employee has.
In a field of the type text, you can enter any kind of text. This can be letters, numbers or special characters. So this type will fit most of your needs, like phone numbers, usernames or IDs.
If you want to have the space to enter a very long text, text areas are your friends. Here you can enter up to 1000 characters. You can use them for example to store some notes.
Add additional fields to excel template
If you added some extra fields to your employee profiles, please make sure that you add these as well to your excel template. Each field needs its own column in your spreadsheet.
As soon as you are ready, you can upload the file. Therefore, please log in to OrgOS, click on Smart docs and upload the template in "My docs". Then just let us know and we will do the rest! We will check the data for correct format and also do the import for you.