Inviting people

Below are a few steps to help admins quickly onboard their orgs.

Inviting people

10xPeople is an "invite-only" tool and only super-HRs and admins can invite users. Invite people through the "Invite" button on the main navigation header.

2 ways to invite people:

• Upload a CSV file: Instructions to prepare a CSV file

  • Pur column headers names for employee & manager email columns as employee_email and manager_email respectively

  • Ensure each employee record has a correct manager email

  • Founder(s) do not report to a manager. In such instances, put founder in the manager_email column

  • Download Sample template to fill out the data

https://youtu.be/6vWN_KlOEvgyoutu.be

• Invite by email: Invite individuals by providing their email and manager email

  • To update the manager of one of the existing users, use this option and provide the new manager email in the Manager email field

https://youtu.be/GKLQsfeS5Okyoutu.be

Re-invite pending users (those invited to the tool but haven’t signed up yet)

2 ways to reinvite:

• Bulk reinvite: Invite button -> Pending members -> Reinvite all

• Individual reinvite: Invite button -> Pending members -> 3-dots menu -> Reinvite

https://youtu.be/2h1-5_mwg2Uyoutu.be

Making a user super-HR / admin

1. Invite button -> Active / Pending members

2. Hover on the Role field of a user -> Click on the drop-down

3. Select the desired role

https://youtu.be/2a1jsrgK3IQyoutu.be

Org hierarchy

View the org hierarchy based on the manager mapping provided in the invitation flow

• Invite button -> Org Hierarchy

https://youtu.be/If2i0Rd4yBoyoutu.be

Incomplete Org hierarchy

The red dot in the above picture against "Org Hierarchy" represents the hierarchy is incomplete. It could be because of 2 reasons:

1. Functions not assigned to one of the L1 leaders

2. Errors in the hierarchy

Assign Functions

L1 leader (people reporting to the founder) heads a big function/department in an organization. 10xPeople enables to add function tag against the L1 leader.

Assigning Functions helps in the comparison of the scores between multiple surveys. For example, Person-A was heading Technology at the time of the survey-1 and during the survey-2, person-B is heading the Technology function. In the 2nd survey, scores comparison of Person B with Person A will help in getting the picture of the Technology function

Examples of function: Business, Operations, Strategy, CEO's office

Note: Only 1 function tag can be assigned to an L1 leader

https://youtu.be/gIxoBYAhJQYyoutu.be