
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 dashboardFloor Name
,Desk
andEnabled
are required on each rowNeighborhood
, andAssigned To
are optionalIf using the
Assigned To
field, 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)
✨ TIPS:
If a desk is set to
Enabled: No
but has an email in theAssigned To
field the desk will only be assigned to them when they sign in.If you have the "desk check-in" feature enabled, you can choose to release that assigned desk to other employees if that person does not sign in for the day. Make sure to configure that desk to say
Enabled:
Yes.

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
.csv
extension you can add.csv
to 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 to
column within the CSVChose 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
Automatic desk assignment
If you don't want your employees to automatically get a desk when registering but instead want them to decide that they need a desk after they decide to come in there is an "Automatic desk assignment" toggle.
Go to Desks > Settings
Find "Automatic desk assignment"
If the toggle is off your team will have to click "Book desk" after scheduling themselves or signing in
If the toggle is on your team will automatically be assigned a desk upon scheduling or signing 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
Click "Deactivate"

Desks FAQ
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 missing
please ensure that your CSV file is saved ascomma separated value (.csv)
notCSV UTF-8 (comma delimited) (.csv)