Upload an employee database from which targets can select their raters

First, upload your employee/user database:

• Login to your EchoSpan account and navigate to the Users tab
• Click on "Upload Users"
• Then, select the click here link to download the upload template in excel
• The excel template contains instructions for the upload which includes information and descriptions on required fields
• Once the template is populated with the required employee data, navigate back to Users >> Import/update Users and copy/paste the data into the space provided. When the upload is complete, click on the View Error Report link to verify whether any errors exist and require attention.

Once the list has been uploaded, follow the steps below to allow your Targets to select from the list.

• From the drop-down menu, select Setup >> Advanced Settings.
• Click on the Target & Auditors section.
• Turn ON the option to Select Rater Names From Database.
• Click Save Settings at the bottom of the page.

If you would prefer that only employees listed in your database be eligible to participate, you can restrict the addition of Raters not on the list.

• From the drop-down menu, select Setup >> Advanced Settings.
• Expand the Project Administration section.
• Turn ON the Verify Target/Rater Selections setting.
• Click Save Settings at the bottom of the page.