Below are a few steps to help admins quickly onboard their orgs.
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
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
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
Invite button -> Active / Pending members
Hover on the Role field of a user -> Click on the drop-down
Select the desired role
View the org hierarchy based on the manager mapping provided in the invitation flow
Invite button -> Org Hierarchy
The red dot in the above picture against "Org Hierarchy" represents the hierarchy is incomplete. It could be because of 2 reasons:
Functions not assigned to one of the L1 leaders
Errors in the hierarchy
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
Step by step guide for people to onboard team members on 10xPeople
After sending an invite, team members will receive an email from 10xPeople to accept the invite.
Steps to sign-up:
Click on the Accept Invite button in the email
A link will open where the user has to set the password and name
A verification code will be triggered to the user's email to verify the user's identity
Enter the code from the email
Post verification, the tool will ask the user to share his/her profile details: Gender, Location, Month & year of joining (this information will help the organization to analyze demographics insights)
The user has been onboarded to the tool and once the survey is live in the organization, the user will receive an email to fill the same
