Do you have an Excel file with the information about your company’s employees? If your company uses this versatile tool, here’s what you need to do to upload it to the Wellbeing Warrior:
STEP 1 - CREATE THE FILE
The Wellbeing Warrior tool needs few pieces of informations about your employees, so we recommend you create a new file, and copy just the required columns.
So, first, create a new Excel file. Then, copy the following columns to this new file:
- First Name
- Last Name
- Department
- Email
Make sure the information is correctly aligned, meaning each line has the information about the same person in each column.
STEP 2 - SAVE IT AS CSV
Click on the Excel’s File menu and select Save as.
Select the option Windows Comma Separated (.csv). Depending on the version of Excel you have installed, this option may also be present as CSV (Comma Separated).
Click Save and that’s it!
DO NOT OPEN THE CSV FILE!
STEP 3 - UPLOAD IT TO THE WELLBEING WARRIOR
On the Administration area click on Members and then Import Members.
Select the CSV file you’ve just created.
Click ADD CSV/EXCEL and you’re done!