How Do I Format My Roster?
Roster upload is the easiest and fastest way to onboard and enroll users in bulk. You can onboard users at any time once your Qstream site has been created. The first step is to download our MLP Launch Request Form that includes our MLP Roster Template by clicking here.
Navigate to the “Participant Roster” tab to begin formatting your roster. To start, include the following required fields:
- Last Name
- First Name
- Role
- Manager Email
To ensure users receive notifications within their timezone, be sure to also include the ‘Country’ and ‘Timezone’ fields. Be sure to use the ‘Valid Countries and Timezones’ tab. Any values used that are NOT included on the ‘Valid Countries and Timezones’ tab, will result in the user failing to onboard.
Once these values are included, you can begin importing your roster however, it is a good idea to assign group values which will ensure your reporting is robust and aligned.
How Do I Align My Reporting Groups in a Roster?
Correctly aligning your reporting groups in your roster uploads is crucial to ensuring your data remains clean and as robust as possible. Failure to do so can report in inconsistent reporting.
Once you’ve added all required fields (as noted above), you’ll want to group your users together for reporting. By default, users will already be grouped by their Manager and their Country. Some examples of reporting groups include more detailed ‘Location’ (Area, Region, District, Territory, etc…), Tenure, Job Title, and Department. In addition to Manager and Country, you can create six (6) custom groups that are unique to your organization.
When you upload your roster for the first time, your groups will appear in the Qstream Insights in alphabetical order. This means when scrolling through insights, the graphs will cycle through in alphabetical order. If you wish to scroll your data in a hierarchical order (i.e. Area ® Region ® District ® Territory), you’ll need to create your groups in the system before uploading your roster.
To do so, navigate to the ‘Admin’ tab and click on ‘Groups’. From there, click on ‘Create New Group’ and create the groups in the order in which you want them to appear in the Insights.
Once your groups are created in the order you wish them to appear, upload your roster to the system.
For information on how to upload your roster and create users, please view our Module: 4 Rosters tutorial.