Employees are normally created and maintained using the Employee Import. However, if your business has contactors you can manually add them to the Employee list.
Check with your Administrator before creating an import as there could be an existing SFTP setup for the Employee Import!
The employee data can be imported into SiQ via SFTP or manually imported. You will need to set up the CSV file for the Employee Import and the requirements for employee data details the main fields (and additional fields) to import.
Employee Import via SFTP
We recommend you upload the Employee Import via SFTP (Secure File Transfer Protocol) to ensure that the employee data is maintained in line with the on-boarding and off-boarding of staff. Your IT team can create an automated script that extracts the appropriate data from your systems and then upload it via SFTP to our servers on a regular basis.
Employee Import via Manual Import
If you are not using the SFTP to import the Employe Import, then you can use the Manage Employee's Import. For more details, see Add or Remove Employees via an Employee Import.
- Navigate to Manage Employees
- Search and Filters
- Update Selected Employee(s)
- Add a Temporary Employee
- Employee Import History
- Backup and Restore
Navigate to Manage Employees
You can access the list of all your employees.
From the menu, click the Manage icon.
By default, the Employees tab displays
From there you'll see the Search field where you can enter an employee name.
Click on the Filter button to show a wide range of filter options to limit the current list.
Filter Check boxes
Under the filter you can toggle these check boxes to the left to show only employees who are:
- No Desk Needed
- Manually Added
Note: These employees were added to the SiQ product as part of an import process that will not be shown when the Manually Added filter is selected.
Use the filter by you can filter by:
In this example, the Location selection expands, and you can either search or browse for a location.
Select either a building or a floor to apply the employee filter.
Note if you want to remove all the filters click the x next to the Filter button or remove the individual filter, hover over the filter, and then click the x.
View an Employee's Details
From the employee list, click an employee. The Employee dialog displays.
Note that the Employee's End Data does not unseat the employee in the floor map. If you need to see future terminations then, generate the Future Terminated Employees Report.
Update Selected Employee(s)
When you select one, multiple, or all employees you are able to:
- Update the Employee's Role
- Mark an Employee as Remote
- Mark an Employee as No Desk Needed
- Delete a Temporary Employee
For more details, see Update Selected Employee(s).
Add a Temporary Employee
Employee names that aren’t on the master list are removed when you import a new list, so the manual add option is best for non-employees such as temporary workers and others who aren’t an official part of the organization's roster but may need to use spaces within the office. You can also use the manual add to quickly onboard a new team member and get them in the system without requiring interaction with your master spreadsheet.
For more details, see Add a Temporary Employee.
Employee Import History
The Employee Import History screen displays the statistics for all imports and their processing status. For more details, see Employee Import History.
Backup and Restore
You may need to restore an Employee Backup file when an employee import file was mapped incorrectly. When this happens, it often leads to employees being unintentionally unseated or deleted from SiQ. For more details, see Backup and Restore.