Account & Setup
Set up your org, employees, managers and admins.
26 articlesAll Account & Setup articles
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Employees
- Add a single employeeHow to add one employee to CultureMonkey by hand - the fields on the employee form, which are required, what happens after you save, keeping records accurate, and when to add people individually versus importing.
- Add custom employee attributesA complete guide to custom (demographic) attributes in CultureMonkey - what they are, why to create them, how to add and manage them, how to populate them from the employee form and imports, and how they power report filters, sub-admin access and anonymity.
- Deactivate or delete an employeeHow to remove someone from your surveys the right way - the difference between deactivating and deleting, what happens to their past responses and your reports, the effect on active-employee counts and licensing, and how to do it one at a time or in bulk.
- HRIS import overview - keep employees in sync automaticallyHow CultureMonkey's continuous HRIS sync works, which providers are supported, how a sync stays connected, how fields are mapped, and what to prepare before you connect.
- Import employees from a CSVA complete, step-by-step guide to bulk-uploading your people into CultureMonkey with a CSV - downloading the template, mapping fields, handling required vs optional columns, understanding how updates work, and fixing the errors that trip most imports up.
- Map your import fields to CultureMonkey attributesA complete guide to field mapping during employee imports - what it is, how to match your CSV or HRIS columns to CultureMonkey's employee attributes, how to handle extra or mismatched columns, how mappings are saved for re-use, and the mistakes to avoid.
- The OTP survey form and its fieldsWhat the one-time passcode (OTP) survey form is, when CultureMonkey uses it to verify survey-takers on shared and QR-code links, which profile fields you can require on it, how to enable and configure them, and how to balance verification against friction and anonymity.
Org structure
- Add and manage office locationsHow to set up office locations in CultureMonkey, assign employees to them individually or via import, and use location as a demographic to segment engagement, eNPS and participation by geography.
- Business groups and business unitsWhat business groups and business units are, how they differ from teams and locations, how to enable and manage them, assign employees, and use them as a filtering dimension across your reports.
- Customize your direct and indirect reportee labelsWhat the direct and indirect reportee labels and descriptions are, where they appear across the manager dashboard and reports, how to customize them to match your org's terminology, and how they interact with your org hierarchy.
- Teams and sub-teamsA complete guide to teams and sub-teams in CultureMonkey - what they are, why they matter for segmentation and reporting, how to create, edit and delete them, how to assign employees, how they drive report filtering and manager scoping, and how to structure them well.
- Understanding the org hierarchyWhat the organizational hierarchy is in CultureMonkey, why it matters for reporting, how manager-employee relationships build the tree, and how to enable, set up, and maintain it so results roll up cleanly along your reporting lines.
Managers
- Add managers to your accountHow to add a manager in CultureMonkey - what a manager is and how it differs from an admin, setting the reporting relationship that makes someone a manager, inviting them from the Managers page, the fields involved, how access activates, and when to add one at a time versus importing in bulk.
- Import managers from a CSVHow to bulk-invite your managers to CultureMonkey by uploading a CSV of their email addresses - what the file needs, how manager-reportee links actually get made, how to read validation errors, and how to keep the list in sync.
- Set up "View as" so admins can see reports as a managerThe admin-side configuration behind CultureMonkey's "View as" - the two account settings that let admins and sub-admins step into a manager's or sub-admin's view, why you'd enable it for support and QA, and the permissions and cautions that keep it safe.
- Set up manager-employee relationshipsWhat a manager-employee reporting relationship is and why it's the backbone of team reporting in CultureMonkey, how to set it on the employee record and via import, the difference between direct and all reports and the toggle that controls a manager's view, and how to keep the reporting-manager field accurate.
Admins
- Control which surveys a sub-admin can accessHow to decide which surveys a sub-admin can see and manage in CultureMonkey - the account-level Survey Access options (All, Lifecycle only, Custom only), how to grant access to specific surveys, how survey access works alongside data scoping, and the setups that fit common team structures.
- Invite adminsHow to add administrators to your CultureMonkey account - choosing between Super Admin and Sub Admin, filling in the create-administrator form, setting survey access, and walking a new admin through the invitation, confirmation and set-password activation flow.
- Restrict what a sub-admin can see with a data scopeHow to limit a sub-admin's access to a subset of employees by scoping them to specific teams, sub-teams, locations, business units, business groups, or custom attributes - and why an empty scope means access to everyone.
- Customize the emails CultureMonkey sends around feedbackWhat emails CultureMonkey sends when someone reacts to or replies in a feedback conversation, how to turn on custom feedback email templates, which notifications you can customize, and how to configure them.
- Customize your survey email templatesHow to enable email templates in CultureMonkey, customize the invitation and reminder emails employees receive, use merge fields to personalize them, preview and test your work, and choose the right template when you launch a survey.
- Send survey emails from your own domain (custom SMTP)How to configure a custom SMTP sender in CultureMonkey so survey invitations and reminders go out from your own email domain - the fields to set, how to set them up, deliverability considerations like SPF and DKIM, and when the default sender is the better choice.
- Translate survey email templates into multiple languagesHow to send survey invitation and reminder emails in each employee's own language - turning on multilingual email templates, adding translations, how a recipient's language is chosen, what happens when a translation is missing, and how it all fits with multilingual surveys.
Reports config
- Enable PDF and PowerPoint report exportsHow to turn on PDF and PowerPoint (PPTX) report exports for your account, control who can generate them across admins, sub-admins and managers, and where those exports appear once enabled.
- Exclude specific surveys from your DashboardHow dashboard survey exclusions work - keeping test runs and one-off pulses out of your rolled-up dashboard numbers while their own reports stay intact, why you'd use it, how to configure the excluded set, and how to reverse it.