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Adding new Contributors

 

 

Preface - Contributor types

Jostle users are also known as Contributors. There are three types: Internal, External and View-Only. For the purpose of creating Profiles, your organization's regular employees are indicated as Internal Contributors. External and View-Only Contributors are distinctions for people outside of your organization. You can learn more about Contributor types here.

 

Options

When you add new users to Jostle you have 4 options.

  1. Adding Individual Contributors
  2. Update multiple Contributors via import CSV file
  3. Automating Contributor import via SFTP upload

Adding individual Contributors

Manually adding users in Jostle is done through the Administration Settings, just like all administration functions.  Here are the steps:

  1. Go to Administration Settings > Contributor configuration > Create a new Contributor
  2. Enter the information in the form.  First Name, Last Name, and Work Email are all that is required.
  3. If you haven't set up any Custom Filter Categories or Locations yet, those fields will say "Not Applicable". If you do have set them up, the dropdown selector for these fields will be enabled. Be sure to click the highlighted "Add" button after you make each selection in order to add it to the Contributor's profile.
  4. Click "Create & Invite" if you want to invite the Contributor. If you want to invite the Contributor at a later time click on "Create & add to pending invite list".

NOTE - To add or update multiple Contributors in bulk using a Jostle template, see this article.

 

Update multiple Contributors via import CSV file

If you are managing your user base outside of Jostle in some other HRIS system like Active Directory, you will likely want to add your users there.  This is especially true if you have automated the import of your people into Jostle.  Jostle CSV imports do the following:

  1. Updates the user if it finds a user with that username in Jostle*
  2. Creates a new user if it does not find that username in Jostle
  3. Leaves the rest of the users "as-is"
* Enable Blanks
There is a check box you can check when you do your contributor imports called "Enable Blanks".  In general, Jostle ignores blank fields in the CSV file and does not change the existing values in Jostle (should they exist).  However, in some cases you actually may want to erase the data in certain fields.  For example, let's say you uploaded a CSV file with personal phone numbers in it, and then management has made  a decision that people should only enter those individually, not through the import.  In this case you would:
  1. Export all of your contributor data from Jostle
  2. Clear the "Personal Phone" field in the CSV, but leave the title
  3. Re-import the file to Jostle, checking the "Enable blanks" box
It is important to note a couple of things:
  • Any blank field with a proper column heading will be overwritten with a blank value
  • Column headings missing from the CSV will be completely ignored - not "blanked" out.
 

Automating Contributor import via SFTP upload
 
If you want to automate the process of importing Contributors via SFTP upload, see here.
 
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