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Adding/Importing Employees

Easily add employees to Develop by uploading a xlsx file or adding users manually - then assign roles and send assessments.

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Written by Product
Updated yesterday

Getting users into Develop is simple. You can add employees one at a time or upload a list for bulk import. Here’s how to get started.


Option 1: Add Users Manually

  • Navigate to the Employee Management section in the Admin dashboard.

  • Click Add Employee.

  • Enter first name, last name, email address, job title and department (preferred name, location, employee ID and manager fields are option).

  • Click Save

NOTE: employee ID field is required on the bulk import and is used to match records. It is HIGHLY recommended that you include an Employee ID. This field must be unique for each employee.


Option 2: Bulk Import via xlsx

  • Download the sample xlsx template from the Admin dashboard (add employee > import list).

  • Fill in required fields:

    • First Name

    • Last Name

    • Email

    • Employee ID

      • NOTE: employee ID field is used to match records. This field must be unique for each employee.

    • Job Title

    • Department

    • Location (optional)

    • Preferred First Name (optional)

    • Manager Email (if applicable)

      • The manager email needs to belong to a Develop employee (either as part of the same file or already existing in the system)

  • Upload the file and confirm import.

  • You’ll see a summary of any upload errors and can correct them easily.


Post-Import Tips

  • Confirm role assignments are correct - this controls visibility (especially for Managers).

  • You can send assessments immediately or stage the rollout by cohort.

Pro Tip: Uploading a clean list with accurate manager relationships upfront saves time and ensures managers see the right results and teams.

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