Employees - Manually Adding

This article explains the manual employee import process, starting with a basic example and progressing to an advanced example using additional attributes. We'll also cover how to make changes after an employee has been added.

Contents

1. Basic Example

2. Advanced Example Using Additional Attributes

3. Editing Added Employees (Individual)

4. Editing Added Employees (Bulk)

Resources:

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Basic Example

This is an effective method for creating small employee lists while simultaneously adding identifying information such as First Name, Last Name, Company and Job Title.

 1. Navigate to the Employees page and click 'New Employee List'

2. With 'Manually Import' checked, add employee information in the relevant inputs and click 'Add' - the only mandatory field is the Email Address. All other fields are optional.

3. Once the employees have been added, click 'Save'. The employee list has now been created.

Advanced Example Using Additional Attributes

 1. Navigate to the Employees page and click 'New Employee List'

2. With 'Manually Import' checked, click "Show All Fields.." then add employee information in the relevant inputs and click 'Add'

3. Once the employees have been added, you will be able to click on the hyperlinks in the "toggle fields" section to expose the new fields you have created. Click 'Save'. The employee list has now been created

Finally, please ensure all domains associated to the employees (e.g. the company.com portion of support@company.com) have been verified for phishing in the CanIPhish platform. Please follow the Employees - Domain Verification article for a walkthrough on how to do this.

Editing Added Employees (Individual)

If you wish to edit an employee's information after they have been added, you can do so by clicking on an individual cell in the table. All information can be edited except the email address.

Editing Added Employees (Bulk)

You can also perform a bulk edit by selecting the relevant employees from your user table. Next, choose the field you want to edit from the dropdown menu and enter the new data in the text field. For example, we’ll update the "Custom #1" field, changing it from Liverpool to Manchester.

You will receive a warning notification advising you of the action you are about to take. Click "Yes, perform the bulk update!" if you are happy to proceed.

Your table of data will now reflect the bulk changes.

Should you have any difficulties, please don't hesitate to contact us.