← Home Organization setup
1 Company 2 Structure 3 Criteria 4 People

Add people

Catalog is ready. Download a template with your structure and criteria columns, then upload into the respondent pool. Or add people manually.

Structure complete · Criteria complete · People unlocked
Excel upload

Dynamic columns: Email, Employee ID, Name, Manager, Region, Department, Team, Band, Job grade, Performance, Nationality…

Manual add

Create one person in the respondent pool (same as today’s create API).

Open respondent pool
After people are in the pool, use the org chart to initiate a new onboarding survey with fields prefilled.