Bulk Import & Export
Understanding the People Data & Team Hierarchy Template
You'll find a copy of the template attached to this article. Please note that we suggest this approach for organisations with less than 200 employees, if you're organisation is larger we suggest you use the approach of uploading your HRIS data file - ...
Updating your People Data & Team Hierarchy
Over time, you'll need to make changes to the people and management data & team hierarchy in Teamgage. This happens if your team hierarchy changes and as people join your organisation, leave your organisation, or simply move teams. You can make those ...
Updating Teamgage with your HRIS data
We suggest this approach for large organisations of over 200 employees. To streamline the updating process you can just upload your HRIS export directly to Teamgage. First you need to check that all of the required fields are included in the file. ...
Using the Data Import Preview
To ensure a successful bulk import of your People & Teams data we may send you the data import preview so that you can confirm everything will be imported as expected. This is a very important process particularly during onboarding when the first ...
Using Secure File Transfer Protocol (SFTP) for sharing data files
Secure File Transfer Protocol (SFTP) is a standard approached for securely accessing, transferring and managing large files and sensitive data. Teamgage supports SFTP so you can automate how you share People & Teams/HRIS data without needing to ...
Managing your People Data & Team Hierarchy
We'll help you create and manage your organisational hierarchy based on the teams, managers and employees and that make up each level/department/group. Whether you're 50 people or 5000 people we'll recommend a structure that matches your ...
Using the Simple People & Teams Template to Make Bulk Changes In Teamgage
You will need to have an Admin profile to access this section of Teamgage. If you can't see that section, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com). To keep the People Data & Teams structure current you'll need ...
How to Export the Teams & User List
You will need to have an Admin profile to access the Users section of Teamgage. If you can't see Users, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com). You can export a complete list of your current Teams & User from ...
Uploading Your People & Teams Data File In Teamgage
At Teamgage, we take the responsibility of our customers' data seriously. This means no people data is ever shared over email. Instead we provide a simple File Upload in the Teamgage portal. This is a secure environment, providing encryption of your ...