The Employee Settings allow you to manage all employees evaluated in the InputKit platform. From this section, you can view employee profiles, update their information, deactivate employees, merge duplicates, and more.
Accessing Employee Settings
To access this section:
Click your name in the top-right corner.
Select Settings.
Scroll down to Configuration Settings.
Click Employees.
You will then see the list of all active employees.
Adding an Employee
In most cases, if your sendings are automated, employees are created automatically based on the information received from your management software.
It is not necessary to add employees manually unless you have a specific exception.
If you need to create an employee manually:
Click Create Employee.
Enter their name, email address, primary language, and location (if applicable).
Select their employee type (e.g., Service, Doctor, Advisor, Technician).
What is the purpose of employee types?
The employee type determines:
which sequence questions are linked to that employee for evaluation,
where the employee appears in the Employee Reports,
how they are compared with colleagues in the same role.
Creating an Employee Type
Go to Employee Settings.
Click + Employee Type.
Name the type and save.
Editing an Employe
Search for the employee in the list.
Click the pencil icon to edit.
Modify any required information:
Name
Email
Phone
Location
Employee type
Etc.
Deactivating (Archiving) an Employee
To deactivate an employee:
Click the archive icon to the right of the pencil icon.
The employee will move to the Archived Employees list.
To reactivate:
Go to Archived Employees.
Click the restore arrow to reactivate the employee.
Finding and Merging Duplicates
When sendings are automated, duplicate employees may sometimes be created.
To identify duplicates:
Click Find duplicates.
Review the matching profiles.
Merge them to maintain a clean database and avoid reporting inconsistencies.
If you have any questions, feel free to write to us via the chat.