About 6 minutesbusiness

How to bulk add, remove, and update your employee roster

On the Employees tab, import a CSV to bulk add or update people, add someone individually, edit existing rows, or remove employees from your organization roster.

Import from CSVAdd one employeeRemove employees

Send workplace giftsCreate business accountOpen Employees

Part 01

Open the Employees tab

Roster tools live under Manage your employees. Open the Employees tab.

  1. Step 1

    Where do I manage the employee roster?

    Sign in to your Lumi business workspace, then click the Employees tab. You will see Add employee for one person at a time, Import from CSV for bulk changes, and a table of everyone already on the roster.

    Manage your employees page with Add employee and Import from CSV cards

Part 02

Add employees

Bulk import for many people, or fill the Add employee card for one.

  1. Step 2

    How do I bulk add or update employees from CSV?

    On the Employees tab, use the Import from CSV card. Choose a comma-separated file with one row per person. Avoid commas inside cells, or wrap those fields in quotes. Upload the file to add new people and update matching rows in bulk.

    Import from CSV card on the Lumi Employees tab

  2. Step 3

    How do I add one employee individually?

    On the Employees tab, use the Add employee card. Fill out the fields, then submit. Email is required. Optional fields: first name, last name, date of birth (DD/MM/YYYY, used for birthday gift rules), hire date (DD/MM/YYYY, used for work-anniversary rules), buyer or manager (must already be on the roster), and notes (private to your org for gift ideas, preferences, or reminders).

    Add employee form with email, names, dates, buyer or manager, and notes

Part 03

Update or remove employees

Edit rows in the table, or remove people you no longer need on the roster.

  1. Step 4

    How do I update an existing employee?

    In the Employees table, click the pencil edit control on a row, or double-click the row. Update role, buyer or manager, hire date, birthdate, or notes, then save. You can also re-import a CSV to update many people at once.

    Employees table with edit control highlighted on a roster row

  2. Step 5

    How do I remove employees from the roster?

    To remove one person, open their row actions and choose remove, then confirm. To remove several at once, select the checkboxes on the left of the table and use Remove for the selected employees. Removed people leave your workspace roster and will not stay on future gift rules tied only to that roster entry.

    Employees table with row selection checkboxes used for bulk remove

Roster ready? Send a gift.

Send a workplace gift, or create a business account to manage your employee roster.

Send workplace giftsCreate business accountOpen Employees