Miscellaneous

26 articles in this collection
Written by Rin, Brett, and Erika

Fixing Common CSV File Import Issues

Running into trouble importing your CSV data file? This article can help!

Written by Brett
Updated over a week ago

Okta SSO Integration Setup

Step-by-Step Instructions to assist you in setting up your Okta SSO Integration with Built for Teams

Written by Erika
Updated over a week ago

Importing Your Employee List

Learn how to import a data file containing your employee information.

Written by Brett
Updated over a week ago

Account Support

End of Year Checklist

Specific items to help close out the current year and smoothly transition to a new year.

Written by Erika
Updated over a week ago

Changing Your Login Email Address or Password

Steps required to update your login email address or password.

Written by Brett
Updated over a week ago

Email Support vs Phone Support

Learn the best method to contact Built for Teams to receive support.

Written by Brett
Updated over a week ago

Manage Your Billing Information

Learn how to access and update your billing information.

Written by Brett
Updated over a week ago

Deleting an Account

Contacting Built for Teams to delete your account

Written by Brett
Updated over a week ago

Built for Teams Pricing

Learn about costs and pricing for the Built for Teams platform.

Written by Brett
Updated over a week ago

Notifications

Receiving Notifications of Employee Data Changes

Learn how to get updates on changes to employee data with the Daily Change Digest email.

Written by Brett
Updated over a week ago

Terminated Employees

Permanently Delete a Person's Record

Learn how to permanently delete a person vs. terminating.

Written by Brett
Updated over a week ago

Turnover Rate Widget

Track and visualize organizational turnover data including turnover rate and number of terminations

Written by Rin
Updated over a week ago

Terminating a Person's Employment

Understand how to terminate a person and the effects this action will have on your account.

Written by Brett
Updated over a week ago

Accessing Terminated Employees

Learn how to access the the archived profile and records of a terminated employee

Written by Brett
Updated over a week ago

Restoring a Terminated Employee

Learn how to change a person's status to "Active" who was terminated in Built for Teams.

Written by Brett
Updated over a week ago

Teams, Departments and Locations

Creating Teams

Learn how to add teams to organize your employees.

Written by Brett
Updated over a week ago

Creating, Managing, and Assigning Locations

Learn how to add, edit, or change locations.

Written by Brett
Updated over a week ago

Setting Up Departments

Learn how to add departments to be viewable on the org chart [Video Included]

Written by Brett
Updated over a week ago

Adding Employees and Sending Invitations

Adding Employees to Your Account

Built for Teams provides several ways to add employees to your account.

Written by Brett
Updated over a week ago

Inviting Others to Your Account

Written by Brett
Updated over a week ago

Checking the Status of an Invitation

Learn how to check the invitation status for one employee or multiple employees.

Written by Brett
Updated over a week ago

Troubleshooting Invitation Emails

Written by Brett
Updated over a week ago

Employee Profiles

Uploading Photos to Your Built for Teams Account

Batch upload photos to your account using .zip files.

Written by Erika
Updated over a week ago

Hiding Tabs on Employee Profiles

Learn how to restrict access to certain features for your employees.

Written by Brett
Updated over a week ago

Batch/Bulk Editing of Employee Data

Need to make changes to multiple employee records at once? Learn how in this article.

Written by Brett
Updated over a week ago

Exporting Employee Profile Data

Learn how to export employee data.

Written by Brett
Updated over a week ago