Setting up the people directory
Last updated August 2, 2025
The People Directory is the foundation of your PerkUp account. It holds all the user data needed to send rewards, assign budgets, automate gifting, and track engagement. Here’s how to get it set up properly.
1. Add People to the Directory
You can add people in one of three ways:
- Manual Entry: Add individuals one at a time by entering their name, email, and role.
- CSV Upload: Import a spreadsheet with multiple users at once. Use the provided template to ensure correct formatting.
- HRIS Integration: Connect your HR system (e.g. Rippling, BambooHR) to sync employee data automatically.
2. Include Key Fields
For the best experience, include the following fields for each person:
- Full Name
- Work Email Address
- Role (Admin, Manager, or Member)
- Manager (for reporting and approvals)
- Start Date (for new hire automations)
- Birthday (for birthday automations)
- Department or Team
- Custom Labels (optional for filtering or segmentation)
3. Assign Roles and Permissions
Assign each user a role that controls what they can access:
- Admin: Full access to settings, users, reports, and budgets
- Manager: Can send rewards to their team and manage assigned budgets
- Member: Can receive rewards and view their account history
4. Keep the Directory Updated
It’s important to regularly update the People Directory to reflect team changes. You can:
- Edit or remove users manually
- Re-upload a CSV with updated data
- Let your HRIS integration keep everything in sync automatically
5. Use the Directory for Automations and Targeting
The People Directory powers automations like birthday or new hire gifts. It also enables you to target specific groups with rewards, assign team budgets, and run reports by department, manager, or label.
A clean, complete People Directory makes everything else in PerkUp work more smoothly—from sending swag to tracking engagement.