To perform a bulk upload assignment of designated approvers, you must follow these steps:
1. Log in to Humand Admin.
2. From the Users section, you must enter the option "Bulk assignment of designated approvers":
3. Once open, follow this step-by-step:
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You must download the spreadsheet, which you will complete with only 2 columns.
- User
- Approver
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Follow these tips when filling out the spreadsheet:
- You can't assign more than one approver to a user.
- In the third step you can define if you want to overwrite the approvers that had been already assigned. If you decide not to overwrite, the users of the spreadsheet that already have an approver assigned, will
- The format of the excel must remain the same. No new columns or tabs can be added.
- Cells can't exceed 255 characters.
- The excel file can have up to 3000 rows
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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: