Directory Setup Methods
There are 3 different ways to setup your employee directory:
Directory Sync (Premium & Enterprise Plans only)
CSV Upload (All plans)
Manual Management (All Plans)
Directory setup option 1: Directory sync
Available on Premium & Enterprise Plans
These integrations allow you to automatically sync employee records from your directory service into your Envoy directory.
Active Directory - Envoy can automatically import employee records from Active Directory (AD). Your IT team will need to install a cron script on your server.
Azure AD - Envoy allows employee provisioning and Single Sign On by utilizing the Envoy Enterprise app within Azure’s Active Directory portal.
Centrify - Envoy supports syncing employee records directly from Centrify (SCIM).
G Suite - Envoy supports syncing employee records directly from G Suite.
Okta - Envoy supports syncing employee records directly from Okta (SCIM).
OneLogin - Envoy supports syncing employee records directly from OneLogin (SCIM).
Rippling - Envoy can automatically import employee records from Rippling.
Directory setup option 2: CSV upload
Envoy also supports CSV upload. For this option, it’s important to note three key things:
The CSV file must be formatted properly. Primarily, the file requires column headers to be uploaded successfully.
Email addresses must be unique in that they are only attributed to one employee. If there is more than one employee attributed to the same email, the CSV upload will be successful but will skip any duplicates, leaving people out of the directory.
Every CSV upload overwrites your current directory. Because of this, it’s best practice to create and maintain a master CSV, edit it, and re-upload it every time you need to add or remove an employee record.
You can use a text editor or spreadsheet software to create the CSV. Either way, the employee details must be listed in the proper order:
In spreadsheet software like Google Sheets, Microsoft Excel, or Numbers, each detail should be in a different column. An employee record should look like this:
In a text editor (like Sublime text), each detail must be separated by a comma. An employee record should look like this:
Name, Email, Phone (optional), Assistant (optional), and Department (optional) all must be in separate columns and be listed as column headers at the top of the file.
Phone numbers should include the country code for that number (e.g. +1 for US numbers)
We recommend using Google Sheets if possible. If not, please check out this helpful resource about encoding Excel files.
If you're using Microsoft Excel, you may experience issues with international characters.
Create all employee records using the formatting above.
Navigate to Employee directory > All employees.
Click on Import employees.
Once on the import page, click Select CSV file and choose your file.
Review your employee list in preview.
Click the Import employees button.
You can view all of the uploaded information on an employee’s profile in the directory:
You can easily tell if the CSV file is formatted properly by looking at the columns before you click Import employees. If the file is not properly formatted the corresponding field for each section will not be listed in the correct spot.
Assistants are only available on Premium or Enterprise plans and must also be listed as an employee in the directory in order to be properly added.
Directory setup option 3: Manual management
This method is easy but time-consuming. It’s not recommended unless you have very few employees and little turnover.
Adding employees manually
Click Add employee.
Fill in the name, email, cell phone number (optional) and assign an assistant (optional).
Deleting employees manually
Locate the employee you’d like to delete, and click on their name.
Tip: Envoy does not currently have a feature to delete all employees. If you need help clearing your directory please, contact us.
Available on Premium & Enterprise plans
Assistants can either receive host notifications either on behalf of or in addition to their executive. Learn more about assistant notifications.
Search for and select the employee to whom you’d like to assign assistants.
Click on No assistant.
Start typing the assistant’s name, and select it when it appears.
Tip: Any employee can have multiple assistants. After you assign the first, start typing another name and assign an additional assistant.
Exporting employee records
Employee records export as a CSV file. This file will contain every record that has ever been in your location’s directory.
Click on Export.
Each record will show their name, email address, phone number, assistants (if applicable) and Department.
For deleted employee records, it will also show the time and date of deletion.