Managing employees on the business account

You can manage employees on the business account from the People section of your dashboard.

To add someone to your business account:

To individually add employees:

  1. Sign into business.uber.com
  2. Click on Team and select ‘People’ sub-tab on the left menu.
  3. Select ‘Add People’
  4. Enter the employee’s details being added to the business account.
  5. Mandatory details: FirstName, LastName,
  6. Optional details: Employee ID, Reviewer, Phone number (phone number is optional) Phone numbers should be preceded by the internal calling code (eg +1 for the US).
  7. Scroll down and Click on ‘Groups’ under ‘Manage group, roles and permissions’
  8. Select all the groups that apply to the employee being added.
  9. Once completed, click on “Add person”.
  10. Once you have added a team member, an email will be sent to their work email address, prompting them to accept and link their personal rider account to the company Uber for Business account.
  11. You can check employee activation status from the All dropdown on People.

For future reference, you can view this help page.

To remove someone from your business account: To remove an Uber Program administrator from the business account:

  • Sign into business.uber.com
  • Click on ‘Team’ and go to the People sub-tab on the left menu
  • Search the name or email of the user you want to remove as an admin. (You can sort people with admin access by clicking the dropdown for ‘Role’ and selecting Admin.)
  • Check the box next to the person’s name, then select Edit to the bottom of the page
  • Under Role, select Employee and then Save.

If you’re the only admin on your account, you’ll need to designate another person to be an admin before removing yourself.

To update someone’s information:

  • To edit employee details:
  • Sign into the admin dashboard (business.uber.com).
  • Click on ‘Team’ and go to the People sub-tab on the left menu
  • Search for an employee using their work email address or full name
  • Click on ‘Edit’ on the bottom of the screen
  • Update the preferred details on the pop-up window to the right of the screen
  • Click Save

You can only update the following fields: * Employee name * Phone number * Employee ID * Manager reviewer * Role and group

Updating employee information in bulk

You can add, remove or edit all of the people in your account (including admins and coordinators) in one step by importing an updated CSV file.

To add or remove employees in bulk: (or) To edit employee information in bulk:

**To add employees in bulk to your Uber for Business account using a CSV file: **

  • Sign into business.uber.com.
  • Click on ‘Team’ and go to the People sub-tab on the left menu
  • Click on the ‘Add People’
  • Switch to “CSV Upload” sub-section, and then select the “Upload CSV” menu option.
  • Select “Download Template” and list the people you need to add or remove from your account. I have also attached the template file to this email for your convenience. [ATTACH_CSV_TEMPLATE_FILE]
  • After populating the template with your employees’ information, save the spreadsheet as a CSV file to your computer.
  • Attach the CSV file and select the proper option to add, edit, or remove the list from your account. Then click “Next” to upload your file.

You’ll then receive one of the following confirmation emails to your work email address:

  • A confirmation email if there are no errors in the CSV file and the change applied to your list.
  • An email with the list of errors found in the CSV file if there were any errors. You can then make further changes and re-upload the CSV file. However, the changes (addition/deletion) will automatically apply to the employees with no errors.
  • An email for approval of deletion if there are 50+ employees to delete. For more info on managing the employees of your business account, you can check out this page.

How to automate adding and deleting people

You can work with your IT team at your company to set up SFTP data automation for your Uber for Business account.

SFTP, or Secure File Transfer Protocol, is a network protocol that provides completely secure access, transfer, and management of data files programmatically.

This eliminates the need to manually add and delete employees or coordinators as they join or leave your company by integrating with your current employee management systems, such as Workday, Active Directory, or your organization’s HR system. To set up data automation: 1. Sign in to business.uber.com. 2. Select the profile icon in the top right and click “Settings”.

د مرستې ترلاسه کولو لپاره ننوتل