The employee directory
The directory is what makes a requester a known person rather than an email address, and it is what the chat assistant verifies against.
What it is for
- Identifying who raised a request, and their department, location and manager
- Verifying somebody in chat with a one-time code sent to the email on their record
- Reporting by department, location or manager
- Holding the link between a person and the equipment they have been given
Importing
- Settings → Import & Update → Employees.
- Upload a CSV or Excel file — download the template first if you want the exact columns.
- Map your columns to ours. The mapping is saved, so the next import is one step.
- Review the row-by-row errors before anything is written.
- Run it. If the result is wrong, roll the whole batch back.
Never matched by name
People are linked by employee code or email address, never by name. Two people called the same thing is not an edge case in an Indian organisation of any size, and a wrongly merged record is very unpleasant to unpick.
Giving them a login
Employees → Create portal accounts for all turns directory entries into requester logins (no emails are sent). It is free on every plan, and it is what lets somebody track their own requests instead of emailing to ask.