Update Employee Status: Active/Inactive

You can send a text or survey to past (inactive) or current (active) employees, so updating the employee status is crucial to communicate with the correct people.

Please Note: Do not contact status is recommended for all people who don’t want to or should not receive communications (messages or surveys) from the company. It is also recommended in the use of the HR Onboarding module, to complete the first upload of employees, and so that they may be rehired.

To update status:

1. Prepare your list in an Excel file. Use this template to update employee’s status.

2. Click the People tab on the left side menu. 

3. Click on the Bulk Upload button at the top of the screen.

4. Select Replace Groups. 

5. Click to add the Excel file from your computer or Drag and drop it. 

6. You will receive an email confirming the successful import of your list.