In this video, we will cover the fundamentals of user management in Ximble. To add a new employee, navigate to the employees section, and click on the green “Add employee” button in the upper right corner.
This is the place where you can enter personal information for this employee. The required fields are indicated by an asterisk, but we suggest filling out this information in detail. If you make a mistake – don’t worry, this information can be edited at a later date. You can save this information, or, if you are adding multiple employees manually, you can choose the “Save & add another” option.
Besides just adding users manually, you can import your employee data from an excel or CSV list. Furthermore, if you’re using another system that integrates with Ximble, you can import the employee information through our App Center.
Let’s see how you can import the data from an excel or CSV list file. Click on the “More” dropdown above the list of employees and choose the “Import employees” option. The system will display an upload form. Once you have selected your file, click on the green “Upload list” button bellow. Once that’s done, the system will simply display your data and allow you to map specific columns to fields in our system. For example, we’ll select the first name for the first column here, then we’ll select the last name option here, and then followed by the phone number in the third column.
Besides importing users, you can also export your employees’ detailed information in a couple of different formats. As you can see, you can export your staff data in the PDF, CSV or Excel format.