Adding Members

In order to set up a cycle, first add the employees of your organization to your Flo Performance Management account. Doing this will allow you, as an admin, to assign their evaluations.

To add users to your organization:

Go to the "My Organization" tab to the right of "Review Cycles"
Click "Add User" to add manually or in bulk via CSV upload

Things to note:

Admins have full access, meaning they can see all aspects of the platform including evaluations and assignments
Members only see items they’re assigned to

Adding Manually

To add users manually, you will need to add the user's email, admin status, as well as first and last name. Optionally, add in the remaining fields and click "Add User".

When adding members manually, this pop-up message will appear if that user already exists in your Flo Recruitment account:

Click "Import User" to expand their access to Performance Management.

Bulk Upload

To Bulk Upload users, download the User CSV Template and fill it out with your users' information according to the headers. Then, upload it to the system:

The required fields are:

Name
Email
Admin status

Note: CSV templates are dynamically generated based on your organization’s settings. This means you’ll only see the columns that are actually relevant to your setup—no extra fields to worry about.

What this looks like:

If your organization uses SSO where the ID matches the user’s email, the SSO ID column will be removed
If MFA isn’t enabled, the Use MFA column will not appear
Columns like Department, Law School, and Office Location will now include example values based on your actual organization setup (instead of generic placeholders)

This should make uploads faster, cleaner, and easier to complete!

Bulk Update

Need to make changes? You may also use the Bulk Upload function to update your existing members.

You can use the same Bulk CSV upload feature on the User List page to update existing users. Existing users are matched to their email address, so the updated upload will preserve existing data, and update only what has changed.

To make bulk updates:

Click "Add User" then "Bulk Upload CSV"

2. Download the User CSV

3. In the template, fill in the names and email addresses of the members who need to be updated, then edit any cells that need to be changed.

4. Upload the Employee CSV

Key updates include:

Update existing users: If a user with a matching email already exists, their information can be updated through the CSV upload.
Preserve existing data: Cells that are left empty in the uploaded CSV will remain unchanged.
Improved SSO admin provisioning: For organizations using SSO, users promoted to admin through a CSV upload will now be correctly configured for SSO access automatically, eliminating the need for manual intervention.

First Name, Last Name, and Email remain required columns.

Depending on your account settings, added members will only receive an email if they are not a previous Flo user. Those who are in the Recruitment side of the account will not receive an email. New users will see an email that mirrors this:

Note: If you are an SSO organization, admins will get the email but non-admins will not.

Levels

Levels are a managed dropdown field instead of a free-text input field. You can configure the firm's seniority hierarchy as a structured, ordered list from a new Settings page.

First navigate to the 'Levels' tab and select '+New Level':