Summary

Populating your organization in Blissbook allows you to easily share your handbook(s) with everyone at your company and makes it easy to see who has and who hasn't signed their acknowledgement.

Uploading a .csv file on your People page (click the • • • in the top right corner of Blissbook and then People) synchronizes your organization in Blissbook with that file. People on the list who aren't in Blissbook will be added to your organization, and those not on the list who are currently in Blissbook will be archived. Groups receive the same treatment. You should not include the "Admin" group on your file as that's a special group that's managed manually within Blissbook.

General Notes

Before we link to the templates that you should base your .csv upload file on, here are some general notes:

  • Make sure your column headers match exactly what's in the template file.
  • The only required columns are Email Address and Name - every row (person) must have these.
  • Employee ID is highly recommended. It prevents an employee from being archived and then created as a new person if their name or email address changes. Duplicate IDs are not allowed. Note: this field is a string, not a number, which means "000512" is not interchangeable with "512". Pick one format and stick with it.
  • If you want Blissbook to handle rehires, then you'll need to include a Latest Hire Date column. Rehires get asked to sign your handbook again even if they've already signed it. 

Download a template file

Groups

Using Groups makes it easy to personalize content for employees - for example if you have a California addendum or other policies that only apply to specific groups of people. Just add employees to a Group and then on the policy or chapter, choose which Group(s) can see that content.

Groups are optional. If you use them, you may list as many for an employee as you'd like - simply add them in a new column on that person's row. You do not need a duplicate or separate Group/Group2/etc. header for those additional group columns.

Rehires

If your company is larger and/or rehires employees often, you will want to include the optional "Latest Hire Date" column on your file. Blissbook uses this field to determine if a new employee is a rehire. Rehires are prompted (and emailed if you have auto emails turned on) to sign and/or view a handbook again even if they've already signed and/or viewed that handbook.

This date should be whatever the latest hired date is for an employee. If they've never been rehired, it would be their original hire date. If this field is left blank for an employee, their hire date will be the day they were originally added to Blissbook.

You have 3 options for the format of Latest Hire Date: YYYY-MM-DD, M/D/YYYY, or MM/DD/YYYY.

If you have any questions about how this field works, please contact us.

Download a template file that includes Latest Hire Date.

Managers

Sometimes managers need to be involved in the employee handbook process. With Blissbook's manager participation functionality, you can CC managers on automated reminders, view documentation for a specific manager's staff, and even allow managers to access & print documentation for their staff.

To enable manager participation you must tell Blissbook who each employee's manager is. Do this via file sync by adding a column with a header called "Manager", and in that column provide the employee ID for each employee's manager. If your organization has any co-manager situations, you can have multiple columns (e.g. "Manager 1", "Manager 2", etc.).

Download a template file that includes the Manager.

Username+Password

Do you have employees who don't have an email address? No problem! Include a username and default password on your sync file and employees can use those credentials to sign in. They'll be prompted to create their own password after signing in and you can always reset someone's password back to the default.

Read more about Blissbook's support for employees without email addresses, including complementary features like Kiosk Mode and Manager Digest.

If you'd like to enable username+password sign in, please contact us and we'll let you know what you need to include on your file.

Automation

Hey, want to automate your file sync? We've got you covered!

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