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Roster uploads let you manage your whole team from a single spreadsheet. Upload a file, review exactly what will change, and apply everything in one step — new hires, updates, and departures included.
Only admins can upload rosters.
Roster uploads are part of the new Employees experience. If your Employees page does not show an Actions menu in the top right, your workspace is still on the legacy experience — see Adding New Employees and use the Legacy tab.

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Choose an Upload Mode

There are two upload flows. Both start from the Actions menu on the Employees page.
Actions menu on the Employees page showing Replace roster, Add employees, Update managers, Update products and courses, Download roster, and Roster history
Use Replace roster for your regular roster sync (for example, a weekly HR export). Use Add multiple employees when you just have a batch of new hires and do not want to touch anyone else.
Nothing is applied in either mode until you review the changes and confirm.

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Prepare Your File

Upload a .csv or .xlsx file, up to 50 MB and 50,000 rows. The easiest starting points:
  • Replace roster: click Download current roster on the upload page (or Actions -> Download roster) and edit the downloaded spreadsheet.
  • Add multiple employees: click Download empty template on the upload page and fill in the new hires.
Downloads include a Reference sheet listing your company’s products, courses, and role values. It is for reference only — edit the Roster sheet.

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Columns

Upload page with the Roster instructions panel expanded, describing each column
Products and courses must already exist in Reddy — the upload will not create them. Departments are created on the fly.

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Upload and Validate

1

Open the upload flow

On the Employees page, open Actions and choose Replace roster or Add employees -> Add multiple employees.
Full-screen roster upload page with the Upload, Validate, Review, Apply step bar and a drag-and-drop file zone
2

Upload your file

Drag and drop your file into the box (or click to browse), then click Upload and validate.
3

Fix any validation issues

Reddy checks every row and reports all problems at once — unknown roles, invalid emails, managers that cannot be found, agents without products, reporting loops, and more. Each issue lists the row number and what to fix.
Validation results listing each issue with its row number, message, and error type
If there are any issues, nothing is changed. Fix them in your file, click Cancel and start over, and upload again.

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Review Before Applying

When validation passes, you land on the review screen — a full preview of what the upload will do. Nothing has been changed yet.
Review screen showing counts of All, New, Modified, Archived, and Unchanged employees with the full diff table
  • The tiles at the top count New, Modified, Reactivated, Archived, and Unchanged employees. Click a tile to filter the table to just those rows.
  • The Modified view shows exactly which fields change for each person, with old and new values side by side.
Modified tab of the review screen with per-field change chips showing old and new values
  • Use the search box to check a specific person by name, email, department, or product.
  • If the upload would archive 20 or more people, a warning banner asks you to double-check the Archived tab before confirming.
Click Confirm and apply to make the changes, or Cancel to discard the upload entirely.
Only one roster upload can be in progress per company. If another admin has an upload mid-flight, you will see who started it and can wait or cancel their upload.

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Apply

After you confirm, Reddy creates logins for new employees and applies all changes together. Large uploads show live progress. When it finishes you are returned to the Employees page with a confirmation, and the uploader also receives an in-app notification with the final counts. If the roster changed while you were reviewing (for example, another admin edited someone), the apply is safely rejected and you are asked to upload and review again — you will never apply changes you did not see.

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Roster History

Every upload is recorded. Open Actions -> Roster history to see past uploads, who ran them, their status, and their change counts.
Roster history page listing past uploads with status pills and change counts
Click View on any upload for a per-person audit of what changed, and to download the original file that was uploaded.
Roster history detail page showing summary tiles and a per-person list of changes

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FAQ

You cannot archive yourself, remove your own admin role, or leave the company with no active admins. Validation blocks all three before anything is applied.
The same as archiving them individually: they can no longer log in and are filtered out of dashboards, but all their historical data is preserved. A later upload that includes them again (or the Unarchive row action) restores them — the review screen counts these as Reactivated.
No. Email is the unique identifier. If an address changes, the upload archives the old account and creates a new one; history and assignments do not carry over. Contact support if you need an address migrated.
Product access cascades from agents up to their managers. If a new hire’s products give their existing manager new access, that manager appears as Modified. No other fields on existing employees are ever touched in add mode.
Column names must match the template headers (capitalization and extra spaces are forgiven), but column order does not matter. There is no column-mapping step — files with missing or unrecognized required columns fail validation with a clear message.