Create employees manually
Employees in Plecto are typically imported from external systems along with your data. But you can also import employees from an Excel spreadsheet or create their profiles manually.
Here's how to create an employee profile manually:
Go to Organization > Employees > + New employee.
Enter the employee's first name and last name.
(Optional) Add a display name. For example, a display name for David Howard could be Dave, and that's how Dave will be displayed across Plecto.
(Optional) Add a job title.
(Optional) Add a manager. The manager will then be able to create one-on-ones with this employee.
(Optional) Add employee's date of birth. If birthday notifications are enabled in the organization settings, Plecto will announce the birthday on the news feed.
(Optional) Add a profile picture.
(Optional) Add teams. You can add the teams the employee is a member of or the teams they manage.
(Optional) Decide if the employee should have login access. If yes, enter their email, and they will receive an invitation to join Plecto and set a password. Once they log in, they will be able to access Plecto within their assigned permission.
Click Save to finish and create the employee.