Employees can now be managed directly within Loop to support Employee Experience feedback initiatives. Our new Employee Management page will allow you to create and manage employees in Loop and organize them into lists to facilitate convenient survey distribution workflows.

You would need to locate the Employees option on the right side of your general menu. (Screenshot 1)

A new page is going to be displayed showcasing All Employee view. (Screenshot 2)

Next sections would explain how to: Add List, Add Employee and Upload CSV.

Employee Lists allow targeted survey distribution and reporting. To add a new list to your current employee’s management, click on "+ Add List" button located on the top left of the menu. A new window will be displayed asking you to enter the title of new Employee List. (Screenshot 3)

After entering the Title click Create and your new list will appear under Employee Lists section.

To add an individual employee please click on the button "Add Employee" located on the top right corner. A new window will open requesting you to fill up employee details. (Screenshot 4)

By Clicking the "Add an email address" button, you can have additional sections for secondary email. After all the details are filled, please click Add Employee button. A new employee added will display in the All Employees list and by default is set to Active. (Screenshot 5)

To perform a bulk upload please use the Upload CSV feature. Click on Upload CSV button located on the top right corner right beside Add employee button. You will be re-directed to Import Employees page with options to Choose File (To upload employees) and Download CSV Template (To download a template to fill). (Screenshot 6)

After filling up the CSV template and uploading it by clicking Choose File a list will be displayed showcasing the employees to add. Click Import x Entrees and after import is complete your employees will be displayed on All Employees view. (Screenshot 7)

Clicking on employee will bring a new window displaying record information. You can edit or append any information in the window. After finishing with all the changes please click Save. (Screenshot 8)

Finally to add one or several employees to a list please check the box beside the employee record and click on Add to List option. (Screenshot 9)

For any further questions please reach out to support at: support@benbria.com.