Help center Managing Team Members

Add, edit, and manage team member information in Confetti Bot.

Managing Team Members

Learn how to manage team member data in Confetti Bot.

Looking Up Team Members

  1. Open the Confetti Bot Home tab in Slack
  2. Under “Team Data”, click Look Up Team Member
  3. Search for a team member by name to view or edit their information

Adding Team Members Manually

  1. Click Look Up Team Member from the Home tab
  2. Select a Slack user
  3. Add their birthday (month and day, e.g. March 15)
  4. Add their hire date (full date, e.g. 2020-03-01)
  5. Save the information

CSV Import

For bulk team member additions:

  1. From the Home tab under “Team Data”, click Import CSV
  2. Upload your CSV file

CSV Format

Your CSV should have these columns:

  • email (required) — Team member’s email address
  • birthday — Birthday in MM-DD format (e.g., 03-15)
  • hiredate — Hire date in YYYY-MM-DD format (e.g., 2020-01-15)

At least one of birthday or hiredate must be provided per row.

You can also optionally include name and slackuserid columns.

Example:

email,birthday,hiredate
john@company.com,05-15,2020-03-01
jane@company.com,12-20,2019-07-15

Self-Service Updates

Team members can update their own information using the /confetti update command. This opens a form where they can enter or change their birthday and hire date. See Self-Service Commands for details.

Team Member Opt-Out

Team members can opt out of celebrations so that their birthday and anniversary are not announced.

How Team Members Opt Out

  • When asked for their birthday via DM, they can choose “I prefer not to share”
  • They can use the /confetti optout slash command at any time

How Team Members Opt Back In

  • They can use the /confetti optin slash command at any time

How Admins Mark Opt-Out

  1. Look up the team member from the Home tab
  2. Edit their record
  3. Toggle the opt-out setting
  4. Save

Opted-out team members will not have their birthdays or anniversaries announced.

Deleting Team Members

  1. Look up the team member from the Home tab
  2. Delete their record

Note: If you’re using HRIS integration, deleted team members may be re-added during the next sync. Use the opt-out feature instead if you want to keep them in the system without celebrating them.