Employee List Match

What is an Employee List Match?

An Employee List Match is a custom selection of Employees within Yourco based on an uploaded CSV containing unique identifying information for the Employees to be matched in the selection.

This is much quicker than individually selecting Employees in the directory, and works with existing spreadsheets containing unique phone numbers or employee IDs.

How can I select Employees via Employee List Match?

1. Go to Employees.

2. Click the Employee List Match button. This can be found above the right hand corner of the employee table.

3. Select the "Upload" button in the Employee List Match panel to select a file or drag and drop your file into the gray upload area.

4. Select "Next", and then select the column name from your file and the Yourco employee field to use for matching employee records. The Employee List Match currently supports matching against phone numbers or external employee ids.

5. Review the match results, and click "Next" when you are ready to proceed.

6. Once in the Employee List Match mode, you can then update all matched employees using any of the bulk update options available.

7. When you are finished with your bulk updates, click the "Exit" button to exit Employee List Match mode.

Who can select and update Employees via Employee List Match?