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
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: