In the implementation process or when uploading new users into the platform, you may find yourself with the need to quickly authorize one or more people to approve nominations that come through the system. This new bulk upload feature allows program administrators to do that. By uploading a .csv file you are now able to cut out the tedious task of entering the names of authorized approvers one-by-one for each individual account.
For questions about .csv formatting or any other question relating to this feature, please contact your client success representative.
Sign in to your company's Awardco website > Select Admin > Select Settings >
Select Approval > Select Upload CSV > Download Template >
Fill out spreadsheet and save as CSV > Choose File on Awardco platform > Save
NOTE: If you suspect any errors, please contact your account Customer Success
Step by Step Instructions
Getting to the Approval page
After signing into your company's Awardco website, select Admin to bring up the correct tab options. Select the Settings tab under your company's logo in the upper left portion of the screen. On the left-hand side, select Approval.
Navigating the Approval Page
On this page, you can turn approvals on and off as well as set a threshold for approvals. You can also manually add approvers to a user. Manually adding approvers is easy to do when only a few users are involved. However, when you have to update multiple users it's important to know how to do a bulk upload.
Downloading the Approval Template
- Click Upload CSV on the Approval page.
- Download the template by clicking recognition-approvals.csv.
- Fill out the template in Excel. Details on how to fill out the template are below.
- Save the template as a .csv file.
- Upload the file by clicking Choose File on the Approval page. Select file, then click Save.
Filling out the Template
Column A and B should populate the User ID and User Name for each employee in your organization. In column C and D, add the information for the person that you want to assign as the approver for that employee. If you want to assign multiple approvers, fill out columns E-H.
Please work with your account Customer Success Representative if you have any questions before uploading a file. If you feel this article left your questions unanswered, please let us know how we can improve and clarify this topic by commenting below.