Employee Roster
The Employee Roster (Settings → Employee Roster, admin only — shown as the Referrals card on the Settings page) is a list of your current employees. When a candidate calls in and mentions they were referred by someone, the AI agent matches that name against this roster — using both exact and fuzzy matching to handle pronunciation and spelling variations — and tracks referral counts automatically when a match is confirmed.
Uploading a CSV
Download the template
Click CSV template to download a starter file with the right headers: first_name, last_name, email, phone, department. (The importer also accepts employee_id and hire_date columns.)
Fill it in
Add one row per employee. First and last name are the key fields; email, phone, and department are optional but improve matching and reporting.
Re-uploading and duplicates
Imports are safe to repeat. When a row matches a name already on the roster, the existing entry is updated rather than duplicated — so the simplest way to keep the roster current is to re-import a fresh export from your HR system periodically.
Adding a single employee
Click Add employee to add one person without a CSV. First and last name are required; email, phone, and department are optional. As with imports, adding a name that’s already on the roster updates that entry.
Viewing the roster
The roster table shows each employee’s name (with their external employee ID, if provided), phone, email, department, total confirmed referrals, and an Active/Inactive status badge. Large rosters are paginated, and Refresh reloads the list.
There’s no per-row delete on this page today. To correct an entry, re-import or re-add it with updated details; if you need entries removed entirely, contact support.