If you are just starting out with Empliy, the best way to get your employee data in the system is to download a CSV template of employee details an then add your information and attach it back into the system. This guideline explains each of our system fields so that you can understand how to use them most effectively depending on how you want to reach your employees. The order of the columns is not important here but the descriptions of each below should match the export.
The emplify_employee_id is the unique id created by our system to identify an employee. This allows us track changes to an employee to accurately display data from survey to survey.
- First Survey - Leave this column blank. Our system will generate a unique id for the employee.
- Future Updates - Each existing employee will have an emplify_employee_id listed. This is the unique id that is used to identify that employee and will need to remain unchanged. For new employees, leave this blank and our system will generate the unique id.
If you have Employee IDs that you use to manage employee data, this can be included in column B of the spreadsheet. The Employee ID will help us match employees in our system with the employee record in your system so we can update any changes to an employee in subsequent surveys.
To include an employee in a survey, we must have a unique email and/or mobile phone number for that employee. If we are contacting the employee via a corporate or personal email, include that email address in this column.
To include an employee in a survey, we must have a unique email and/or mobile phone number for that employee. If we are contacting the employee via SMS, include their mobile phone number in this column.
first_name, last_name, middle_name
These columns are used to identify the employee. We do not address the employee by name in any communications, but these are helpful fields to use when you need to make updates to an employee record in the system and search for them. This is also used when we're interacting with employees in support and helps Emplify address them personally.
The start_date is the date the employee was hired. It is used to display engagement results based on tenure.
Birthdate is used to display engagement results based on generation. To learn more about the years included in each generation, go here.
The ignored column indicates employees that you are adding to the system but will be ignored when sending surveys. This means they will not get notifications or have the opportunity to take the survey. The allowed values are TRUE and FALSE
TRUE means employees will NOT get assessments
FALSE means they WILL be included in assessments
The employment status column is used to differentiate active employees from terminated employees and employees that are on leave. There are four possible valid values for this column - Active, Inactive, separated_involuntary, separated_voluntary.
- First Survey - Leave this column blank and our system will set all employees listed to active.
- Quarterly Surveys - Mark any employees that have exited the organization as separated_voluntary or separated_involuntary. Employees that are currently on leave and should not be included in the survey should be marked as inactive.
The column label in these rows can be edited to specify what group types you want to see in the engagement report. Some examples of group types are Location, Department, or Role (the template includes these). More information on grouping best practices is available here. The groups that are a part of the group type are listed in each column. If the group type for a column is Location, some of the groups that would be listed in that column are Chicago, New York, and Los Angeles.