1. Motivati Help Center
  2. Administrator
  3. Overview and organizational structure

How to add, move and edit an employee

As changes occur in the organization, the administrator can log into Motivati ​​and make the necessary adjustments.


Are you a leader and missing an employee? Contact the administrator in your company. 

To create or move an employee:

  1. Go to "organization", as an administrator.
  2. On the left, you have an list of the departments (here you can add departments, click and drag departments).
  3. Click on a department, and the employees will appear in the table to the right.

 

In order to be able to add an employee, you must be in the department the employee is in.

You can not add employees from the "All employees"-list, this is only a display filter.


 

Add a new user/employee

  1. Select the department that the new employee/user belongs to
  2. Click "new user"

3. Fill in:

  • Name, e-mail address and employee number (required)
  • The rest of the fields are optional
    • Select a language if you want to set a default for the employee.


Is the employee a leader of a department or administrator for the system?

  1. Check off the employee in the list
  2. Click "edit access"
  3. Select the department they should have access to
  4. You can see the departments they have access to in the list to the right.

Read more about the different roles here

Adding/editing multiple users

  1. Select "import departments/employees" from the gear at the left bottom 
  2. Load from an Excel spreadsheet stored in csv. (comma-separated) format.
  3. The spreadsheet must contain:
    1. Column 1: Employee number
    2. Column 2: Department
    3. Column 3: E-mail
    4. Column 4: Full name
    5. Column 5: Phone number (voluntary, but if you are going to use to-factor you need to have this)

Important!  The import is not reversible, if the import is wrong, you must delete manually. We are pleased to help if needed! Send us an e-mail at support@motivati.no


 

Move employees

1. Check off those you want to move, one or multiple employees. You can do this from the department list or the "all employees"-list.

2. Click "move employee(s)

 

3. Select a department

What happens if a survey is distributed and I move an employee before they have answered? Read more.


Edit and delete employee

  • Edit employee: Click on an employee and edit
  • Delete employee: Click on the employees name and click "delete" down in the left corner.


Caution! If an employee is placed in the wrong department. Do not delete the employee and create a new one. All history connected to this employee will be lost when you delete.