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How do I perform a bulk assignment of managers?

To perform a bulk upload assignment of direct managers, you must follow these steps:

1. Log in to Humand Admin.

2. From the Users section, you must enter the option "Bulk assignment of managers":

 

3. Once open, follow this step-by-step:

  • You must download the spreadsheet, which you will complete with only 2 columns.

    • Subordinate
    • Boss

     

  • Follow these tips when filling out the spreadsheet:

    • You cannot assign more than one boss to each user.
    • There cannot be cross subordinates and cross bosses. That is, if John is Matt' boss, then Matt cannot be John's boss.
    • In the third step you can define whether you want to overwrite the already assigned bosses. If you decide not to overwrite, subordinate users in the spreadsheet who already have a boss assigned to them will be skipped.
    • The excel format must be maintained. No new columns or sheets can be added.
    • No cell can exceed 255 characters.
    • Excel can have up to 10.000 rows.
  • Select the file to upload. You can define if you are uploading new user information or if you want to overwrite data that users already have uploaded. Finally choose the "Complete" option.

    After the upload, we can check on the Status column to see if the data upload was successful:

     

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