How to add desks
Navigate to Desks on the lefthand side of the dashboard
Click Import CSV
Drag and drop or select the file you want to upload
A template can be found on the Desks dashboard
Enabledare required on each row
Assigned Toare optional
If using the
Assigned Tofield, note that this field can only be populated with an email address, not the employee name
Click Import X desks
You will be lead to a screen that lists your floor(s)
If a desk is set to
Enabled: Nobut has an email in the
Assigned Tofield the desk will only be assigned to them when they sign in.
It will be unassigned if that person does not sign in that day.
How to export your Desks CSV
Go to Desks
At the top right you will see Re-import CSV and Export CSV
Click Export CSV
If the file downloads without a
.csvextension you can add
.csvto the file and it will open in any spreadsheet tool.
From there you can add more rows to the CSV or edit accordingly and re-import
How to add a floor map
Once your desks have been added you will see a list of all the Floors you have click on Details.
At the top you will see a modal to drag and drop your floor map image.
✨TIP: A higher resolution image will be easier for your employees to read!✨
How to see who has been assigned what desk?
Go to Visitors > Visitor log
Click the menu icon at the top right of the visitor log
Scroll down and check Desks
✨ IMPORTANT NOTES:
If an employee changes their desk, they will be asked if their desk has been cleaned. If they say no, their desk will not be changed.
If an employee changes their desk and meets a specific set of criteria Envoy will remember that changed desk for future days
The employee will get the same desk the next day so long as they
Are not already permanently assigned a desk via the
Assigned tocolumn within the CSV
Chose a desk within a neighborhood they are assigned to (E.g - They are assigned to Finance but chose a different desk in the finance neighborhood. If they chose a desk in a different neighborhood they would not be automatically assigned that desk the next day)
Someone else is already sitting at that desk when you go to sign in
How to enable Automatic desk free-up
Go to Desks > Settings
Toggle on "Desk check-in"
Select a time to release desks if they are not checked into
We will send a notification to the employee 1 hour prior that they need to check in to their desk or they will lose the assignment
How to deactivate desks
Go to Desks > Settings
If you've never uploaded a Desks CSV, click the link above and it will take you directly there
If the person assigned a desk signs out the desk will go back into the available pool of desks
Desks will be randomly assigned when someone signs in using Protect.
Uploading a new CSV will overwrite your current list. Be sure to include all desks on every new upload.
If you have no desks available to be assigned the person will still be able to sign in without one.
We suggest setting a capacity that matches the number of desks available to use.
If you're getting an error
Line 2: Floor name column is missingplease ensure that your CSV file is saved as
comma separated value (.csv)not
CSV UTF-8 (comma delimited) (.csv)