Invite Employees to Profiles
Print profile cards for a group of employees so they can edit their profile and take active surveys.
This is the easiest way to give a whole group access at once. If only a few people need it, use the steps for an individual instead.
In the employees menu, select profile access cards.
Choose the locations and departments you want cards for. Use select all or clear all to pick quickly.
To narrow the group, pick an option under Any additional limitations. Leave it on No additional limitations to include everyone.
Click generate. You'll see how many locations, departments, and employees are included.
A PDF of profile cards opens — a cover page, then four cards per page. Print or save it.
Cut out the cards and give one to each employee. Each card has a QR code and an access code they can use to reach their profile.
If Cards Don’t Generate or Won’t Open
Make sure at least one location and department is selected and that the group actually includes employees. A preview of how many employees match your filters is next to the generate button. If no employees match your choices, there are no cards to make.
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