Before you Begin:
Make sure you are able to login into your Sift account.
If you are having any trouble getting logged in, please email support@justsift.com.
Gather the data you want to see in Sift (i.e., people data, such as names, job titles, etc.).
If you chose to start with Demo Data, you won't need to do this – there will already be existing data in Sift when you select this source type during your first data sync setup.
If you change your mind at any point during your trial, you can come back here to learn how to import your own data!
If you want to use your own people data with Sift, the fastest and easiest way is with a spreadsheet/CSV file (you will need to fill out the CSV manually, or export the data from your HRIS system or Active Directory).
If you changed your mind and would rather start using Sift with sample data, you can download our sample file here.
Determine who else from your organization will be part of the trial.
You can add others in your org to join you in your trial without signing up separately. You’ll just need their first names, last names, and email addresses to set them up with accounts once you log in.
If you’d like more help, be sure to review our Terminology Guide/Glossary to familiarize yourself with common words and phrases used throughout Sift and the implementation process.
Sift Setup Steps:
Log in & access
Log in to your Sift account (see "Before you Begin" section above for info regarding your credentials)
Once logged into your Sift account as an admin, you can access the Admin Dashboard here, or by clicking on the icon that looks like a silhouette of a person with a gear on the corner (located at the top right of the page, next to your name)
For more about the Admin Dashboard, check out this article: Admin Dashboard Features.
Check out the Onboarding Checklist within your Sift Admin Dashboard. This will guide you through all the steps you need to complete to get your Sift instance up and running!
If you get stuck or need any help, you can return to this page and read the following instructions, which will guide you through the same steps covered in the Onboarding Checklist in more detail.
Invite others to Sift
You can invite other key team members in your organization to join you in your Sift trial without having to sign up for separate instances.
You can add other administrators to manage Sift here, or check out this Help Center Article: Assigning Owners and Administrators.
If you're uploading your own data into Sift, you can also invite key team members to try Sift as regular users. You can do so here, and for more info, read this article: Inviting Users.
If you started with sample data when signing up for your trial, Sift is ready for you to use! Proceed to Step #3: Start Using Sift! and start enjoying all Sift has to offer.
Upload your people data
The first step to populating your employee directory and org chart is uploading your people data. Go here or click the button below to get started, and if you want more information about any of the steps in the process, check out this article: Syncing People Data.
Start using Sift!
Start exploring! Check out a Profile, the Org Chart, and search for someone.
Read more about everything you can do with Sift in our Help Center.
Customize the look of your Sift instance like the color and logo, and change the layout of Profile pages.