Manage your members, create groups and give permissions
How to import people and attributes from a file?
What are dynamic groups and what are they for?
When adding a new user, adding their personal attributes in Nailted is very important as they can be used for segmenting the information that is being gathered through surveys through the use of dynamic groups. However, attributes go beyond just organizing feedback from employees, as they are a fundamental key for turnover forecasting providing organizations with the tools to improve employee retention (learn how attributes are used for turnover forecasting here).
There are two different ways to add new users and their attributes into Nailted:
<aside> 💡
Any of these methods can be used to add or update attributes to users that are already in Nailted.
</aside>
If you use certain HR softwares that Nailted can integrate with, the system can automatically bring/update all the information from your software into Nailted, making the daily management easier. Click here to see the supported HR softwares.
Nailted also offers the option to add people into the platform by importing a file, adding all their attributes at the same time. You can download the CSV import template here.
Below you will find all the different fields that can be added to each person:
Email: Team member's email address.
This field is mandatory. In case you want to update current team members, we will use the team member email as a unique identifier and the system will update the required information.
Name: Team member name.
This field is mandatory.
Surname: Team member surname.
This field is mandatory.
Language: The language in which nailted will use to contact the team member. Nailted current possibilities are English or Spanish, so the possible values are: ‘en’ for English and ‘es’ for Spanish.
In case that you do not add it to the importation file, the configured organization’s language will be used.
Manager: This is the email address of the team member manager.
<aside> ⚠️
The manager should already be on the system or be present on the file to be uploaded as the system will associate each team member with their corresponding manager.
</aside>
Groups: The group or groups to which the team member belongs to.
<aside> 💡
A member can be part of one or several groups.
</aside>
Gender: The gender that represents the team member being the possible values the following:
Country of residence: The team member country. This is a two-digit standard, you can find the code here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2
Country of birth: The team member birth country. This is a two-digit standard, you can find the code here: https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2
Starting date: The date in which the person joined the company. This should have the following format: yyyy/mm/dd
Birthday: The team member's date of birth. As the rest of the dates the format should be as follows: yyyy/mm/dd.
Salary: The team member's salary range in Euros (€), the options are: - < 20.000 - 20.000 - 40.000 - 40.000 - 60.000 - 60.000 - 100.000 - >100.000
Last date: The last day of the person in the company using the following format yyyy/mm/dd
Phone number: Employee phone number
HRBP: Human Resources Business Partner responsible for that person in the HR Department
Working location: This field represents the adopted working location by the person being the possible values:
We also have the following open attributes that will give you the flexibility to create the structure that best suits your company.
Once you have filled in the importation file, the next step is to upload it into Nailted. To do so, follow the steps below:
After the insertion of the data, you can either update the attributes re-uploading the importation file or update each attribute individually per team member by clicking on the team member’s name within the team view, and then in the Information tab as you can see in this image: