Overview
The Employees page is the central directory of everyone revel8 works with. Simulations, trainings, playlists and your human risk metrics all use this list, so keeping it accurate makes sure the right people get the right content at the right time.
To open it, click Employees under Organization in the left sidebar. The page has three tabs: Employees for the list itself, and Groups and Smart grouping for organising employees into groups.
Add employees
There are three ways to fill your employee list:
Automated sync (recommended): Connect your identity provider so that new joiners, changes and leavers are kept up to date automatically. See Microsoft Entra ID Sync via SCIM or Google Workspace Sync via LDAP.
File upload: If you can't connect a directory, upload a CSV or Excel file. Click Add, open the Upload file tab and follow User Upload via CSV or Excel File.
Add manually: Useful for single employees or testing. Click Add, stay on the Add manually tab, fill in the fields (for example name, email, department and language) and click Add.
Manage the employee list
The toolbar above the list gives you these actions:
Add: Add a single employee or upload a file.
Select all / Unselect all: Select every employee in the list (up to 1,000 at a time), or clear the selection. You can also tick single employees with the checkboxes on the left.
Delete: Remove the selected employees. The number in brackets shows how many are selected.
Bulk update: Change fields for all selected employees at once.
Eye icon: Choose which columns the list shows.
Edit icon (pencil): Shown at the end of each row, to edit that employee.
Edit an employee
Find the employee in the list.
Click the Edit icon (pencil) at the end of their row.
Change the fields you need in the Edit employee dialog. Fields marked with a dot, such as First name, Last name, Language and Email, are required. Then click Save.
📝 Note
Groups that come from smart grouping or from an external sync (SCIM or LDAP) are read-only in this dialog. You can only change Manual groups here.
Update several employees at once
Use Bulk update when the same change applies to many employees, for example a new department or manager for a whole team.
Select the employees with the checkboxes on the left, or click Select all.
Click Bulk update in the top right. The number in brackets shows how many employees are selected.
In the Bulk Update Employees dialog, set the fields you want to change, for example Status, Department, Manager or Locale.
Click Update. The new values are applied to every selected employee.
Choose visible columns
The list can hold many fields per employee. To keep it readable:
Click the Eye icon in the top right.
Under Visible columns, switch on the fields you want to see, for example Management, Main phone number or Risk levels.
The list updates straight away, and revel8 remembers your choice for next time.
Key employee fields
Some fields have special rules or are filled in by revel8:
Field | What it does |
Status | Controls whether revel8 works with the employee. See the Status and deletion section below. |
Management | Links an employee to their manager. The manager must also be in your employee list. In a file upload, enter the manager's email address. |
Language | Sets the language of the simulations and trainings the employee receives. |
Salutation | Used to address the employee correctly in simulations. |
Time zone | If you leave it empty, revel8 uses the time zone of the employee's Country, so simulations arrive during local working hours. |
Main phone number and Mobile phone number | Must include the country code in international format, for example +49 123 456789. revel8 checks the format when you save. |
Status and deletion
Every employee is either Active or Inactive:
Active: The employee receives simulations, trainings and reminders, and counts towards your metrics such as risk levels.
Inactive: The employee is left out of new simulations, trainings and reminders and no longer counts towards your metrics. Their record and past results stay in revel8, so you can set them back to Active at any time.
Use Inactive for employees who are away for a while, for example on parental leave.
When you Delete an employee, what happens depends on their history:
Employee has already received simulations: revel8 stops any planned simulations and removes their personal data, but keeps an anonymous record so that your past results and reports stay correct.
Employee has not received any simulations yet: revel8 removes the employee completely.
⚠️ Warning
Deleting can't be undone. If you might need the employee again, set them to Inactive instead.
Employees from a directory sync
If you use a directory sync, your directory decides who is in revel8:
Employees who are disabled or removed in your directory are set to Inactive or deleted at the next sync.
A sync can set an employee back to Active if they are still active in your directory. To keep someone out of simulations permanently, disable them or remove them from the sync scope in your directory rather than only changing their status in revel8.
📝 Note
Every employee needs a unique email address. revel8 uses it to match employees during syncs and file uploads.