You have access to the list of evaluated employees in the InputKit platform. From here you can deactivate, add an email to an employee record, merge duplicates, etc.
To access the list, click on your name at the top right and then on "Employees":
Table of contents :
How to add an employee?
ℹ️Please note that if the sendings are automated, the list of employees will automatically fill in with the information we receive from your software. It is not necessary to manually add employees if the sendings is automated.
Click on the green button "+ Add Employee".
Then write the name, email and select the employee type. Click "Add" to add the employee to the list.
Employee type
If the employee type of the employee you want to add is not in the list, you can add it by clicking on the grey "+ Add an employee type" button.
A window will open allowing you to write the employee type and add it to the list :
By associating an employee type to an employee, it will allow to measure his performance with the metrics that are associated to his position as well as to compare with the averages of the colleagues who hold the same position.
How to edit an employee file?
You can edit an employee's file for various reasons. For example, to add an email or to activate the weekly summary.
1. Click on the pencil to modify the file.
2. Make the changes and save.
Weekly summary
By clicking on "Weekly summary", your employee will receive an employee report every Friday afternoon. Don't forget to put an email if you want your employee to receive the report.
For more information or to find out how to do this, please see our guide on this subject.
Disable automatic feedback
If an employee does not want to receive positive feedback shared automatically, but would like to receive the weekly summary, you can check this box to disable the feature :
Activate or deactivate an employee
You must uncheck the "Active" box to disable an employee from evaluations:
This can apply if the employee is no longer with your company or if you don't want to evaluate them for any reason. When an employee is deactivated, there are 2 impacts:
You will no longer see the employee in the employee report.
The employee will no longer have access to the URL that allows them to view their individual employee report.
To activate or reactivate an employee, you just have to do the reverse procedure and check "Active" in his employee file.
If needed, you can refer to the procedures on our guide for the employee quota.
How to merge a duplicate employee?
Sometimes there are duplicates in the list of employees. This can happen if you use different codes or different ways of naming employees. If this happens, you can merge the duplicates so that all feedback is grouped under the same employee.
To merge an employee, click on the merge arrow on the duplicate:
And choose which employee you want to merge with:
How to delete an employee?
By deleting an employee, you will lose all the data associated with that employee. In most cases, we suggest setting the employee as "Deactivated" (see above in the article on how to make the change), as this allows you to keep the data associated with that employee.
If you still want to delete the employee, click on the trash can icon :
And click "Yes" to confirm:
Do not hesitate to write to us on the chat if you have any questions.