Employee Settings

Each employee record can include:

• First and last name
• Email and phone
• Department
• Position
• Active/inactive status

These fields support filtering, assignment, and reporting contexts across the app.

1. Open Settings > Employees.
2. Click Add Employee.
3. Enter identity and optional role details.
4. Save.

Tip: add department and position early. It improves analysis quality in employee and advanced reports.

Use Edit from the employee row to update contact or role details.

Common updates:

• role/title changes
• department transfers
• contact email corrections

Keeping this accurate prevents misattribution in dashboards and reports.

The Active toggle lets you keep history while controlling current participation.

Use inactive for:

• team members on leave
• former employees
• temporary staffing changes

Inactive users can be excluded operationally while preserving historical analytics.

You can delete records from the Employees table.

Important behavior: historical survey data linked to the employee is preserved for auditability and trend continuity.

Use delete only when permanent removal is necessary. In most cases, inactive status is safer.

Employee records are referenced in multiple workflows:

• response assignment and response filtering
• sendings and sequence attribution
• employee-focused reporting tabs

If you see unassigned or unexpected attribution, audit this page first.

• Review employee list monthly.
• Standardize department naming (avoid variants like "Ops" and "Operations").
• Deactivate instead of delete when in doubt.
• Confirm new hires are added before campaign launches.

• Goals Settings
• Managing Responses
• Reports Overview