Maintain accurate data, analyze metrics, and improve planning.
Importing Your People or Positions ListImport a CSV data file into Built.
Ensuring Your CSV File Imports SuccessfullyReview your CSV file before importing data.
Importing People-Centric Versus Position-Centric DataChoose whether the rows in your file represent people or position information.
Utilizing Custom FieldsStore unique data in Built.
Fixing Common Import IssuesResolve errors when importing data.
Data Requiring Manual UpdatesLearn which Built fields cannot be updated when importing data.
Exporting People and PositionsExport a CSV data file from Built.
Learning About InsightsLearn how Built insights help you optimize position control and organizational planning.
Configuring Your InsightsSelect the organizational data that appears on your insights.
Batch/Bulk Editing People DataMake changes to multiple records at once.
Editing or Removing a PositionUpdate or remove positions in Built.
Profiles and Onboarding
Manage profile data and invite people to Built.
Adding People to Your AccountCreate a person's profile in Built.
Uploading Photos to Your Built AccountBatch upload photos to your account using .zip files.
Configure Your Onboarding ProcessSet required fields, documents, and benefit plans for new people.
Hiding Profile TabsRestrict access to certain profile features based on employee type.
Managing a Person’s CompensationAdd or adjust an individual’s base pay and variable pay.
When A New Person Is HiredSteps to follow after adding a new person in Built.
Inviting Others to Your AccountInvite people to log in to Built.
Checking the Status of an InvitationCheck the invitation status for an individual or multiple people.
Troubleshooting Invitation Emails
Receiving Notifications of Profile UpdatesGet updates on people's data changes with the Daily Change Digest email.
Employee Status and Records
Change a person’s employee status and manage records for terminated individuals.
Permanently Delete a Person's RecordLearn how to permanently delete a person vs. terminating.
Terminating a Person's EmploymentUnderstand how to terminate a person and the effects it will have on your account.
Accessing Terminated IndividualsAccess the the archived profile and records of a terminated individual.
Restoring a Terminated IndividualChange a person's status to 'Active' who was terminated in Built.