Manage your employee directory in Empuls through CSV bulk import, single-user entry, or integrations.
Before You Begin
Access Reports and Settings > Employees > User Management. Prepare CSV file if bulk importing or have individual employee details ready.
Adding a new user
Step 1: Navigate to Reports and Admin and go to the Admin Dashboard.
Step 2: Next, go to Employees > User Management > Manage Employees > Add New User > Add a single user.
Step 3: Enter the user's First Name and Email ID, and assign the appropriate User Access Role. Add the user's Professional and Personal Details and click on Save.
Please note: Any new email address not already existing in the system cannot be mapped to a Manager role.
Requesting Additional URF and UDF Fields
In addition to the default URF (User Reference Fields) and UDF (User Defined Fields) provided in the system, you can request the creation of additional fields from the backend.
Custom Field Types
UDF (User-Defined Fields): Custom text fields (12 maximum)
URF (User-Relationship Fields): Fields linking users (8 maximum)
Please note:
These custom fields will be titled as N1, N2, etc.
It is the responsibility of Super Admins and Admins to maintain a record of which field (e.g., n1, n2) corresponds to which data point.
When uploading user data via CSV using the standard template, ensure that any additional fields you've requested are also added as columns in the CSV. This is necessary for them to be mapped correctly during the upload.
Add users in bulk
Adding users to Empuls is as easy as uploading your employee master data in CSV file format.
Step 1: Navigate to Reports and Settings > Employees > User Management > Manage Employees > Add New User > Add multiple user accounts.
Add Bulk Users
Step 2: Review the Pre-import data settings guidelines. Download the sample file if you still need to do so. Click on Next.
Step 3: Upload the CSV file containing the Employee Data and ensure its accuracy before proceeding. Click on Next to continue.
Upload user data
Step 4: Once the user data is uploaded, click on Next to send invites to users.
Upload preview
Step 5: All the newly added users will receive an invite to access their Empuls account.
Invite users
Step 6: Select the Send Invites Later option if the invite needs to be sent at a later time. The users will still be added to the platform.
Step 7: You can choose to invite users from Manage Employees at a later stage.
Send invites
Other Settings
From the Manage Employees section, Admins and Super Admins can perform the following actions:
Edit user details
Disable a user
Change a user's email
Change Password
Log in as a user
Steps:
Navigate to Reports & Settings > Employees > Manage Employees.
Locate the user you want to manage and go to the Action column.
Editing a user
Click the pen icon to edit user details.
Make the necessary changes and click Save.
Login as a user
To log in as a user, click the Login as User icon below.
Enter the reason for logging in, and check or uncheck the box, depending on whether you want to notify the user.
3.3. Disable a User
Click the disable icon to deactivate the user.
Click Disable if you are sure else click Cancel.
Change password
The Change Password option is available but needs to be enabled by raising a request with [email protected]. Once enabled, it will appear under Manage Employees for Super Admins.
Steps to Change Password:
Click on the Change Password icon as shown below.
Enter the new password and confirm the password in the form.
Review the information and click Change Password to update the password.
7. Click the email icon to change the user’s email address.
Enter the new email ID and click the Change Email button.
FAQs
How do I add a single employee to Empuls?
How do I add a single employee to Empuls?
Navigate to Reports and Settings > Employees > User Management > Manage Employees > Add New User > Add a single user. Enter the user's First Name, Email ID, and User Access Role, then fill in their Professional and Personal Details and click Save.
Can I add multiple employees at once?
Can I add multiple employees at once?
Yes — you can bulk import employees by uploading a CSV file. Go to Reports and Settings > Employees > User Management > Manage Employees > Add New User > Add multiple user accounts. Download the sample CSV template, populate it with your employee data, upload it, and follow the on-screen steps to send invites.
Where can I download the CSV template for bulk import?
Where can I download the CSV template for bulk import?
During the bulk import flow, click Next on the Pre-import data settings screen — the sample file download option is available on that screen.
Can I send invites to employees later instead of immediately after import?
Can I send invites to employees later instead of immediately after import?
Yes — after uploading your CSV, select Send Invites Later. The users will be added to the platform, and you can send invites at any time from the Manage Employees section.
Can a new email address be assigned to a Manager role?
Can a new email address be assigned to a Manager role?
No — any new email address that does not already exist in the system cannot be mapped to a Manager role.
What are UDF and URF fields?
What are UDF and URF fields?
UDF (User-Defined Fields)** are custom text fields you can use to capture additional employee data — up to 12 fields. **URF (User-Relationship Fields)** are fields that link users to one another — up to 8 fields. Both types are custom fields requested from the backend and are labelled N1, N2, and so on. Super Admins and Admins are responsible for maintaining a record of which field corresponds to which data point.
How do I request additional custom fields (UDF/URF)?
How do I request additional custom fields (UDF/URF)?
Raise a request with the backend team to create additional UDF or URF fields. Once created, ensure you add the corresponding columns to your CSV template before uploading, so the fields are mapped correctly.
How do I edit an employee's details?
How do I edit an employee's details?
Go to Reports & Settings > Employees > Manage Employees. Locate the user, click the pen icon in the Action column, make the necessary changes, and click Save.
How do I disable a user?
How do I disable a user?
Go to Reports & Settings > Employees > Manage Employees. Locate the user, click the disable icon in the Action column, and confirm by clicking Disable.
Where do I access User Management?
Where do I access User Management?
Navigate to Reports and Settings > Employees > User Management. The direct URL is https://{{tenant_url}}/home/usermanagement.
Application URL : https://{{tenant_url}}/home/usermanagement
Next Steps
Import your first batch of employees and verify all data is correctly mapped before full rollout.
Questions, feedback or support - Email [email protected]