Use one of our Emplify Employee Data Templates to provide the correct employee data needed for the survey. A copy of the template that aligns with your package is available to download at the end of this article. Follow these guidelines for what information to include in each column of the template:
Column A: emplify_employee_id
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.
- Quarterly Survey - 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.
Column B: employer_employee_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.
Column C: email
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 column C.
Column D: phone
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 column D.
Column E: first_name
The first name of the employee can be listed in Column E.
Column F: last_name
The last name of the employee can be listed in Column F.
Column G: middle_name
The middle name of the employee can be listed in Column G.
Column H: start_date
The start_date is the date the employee was hired. It is used to display engagement results based on tenure.
Column I: birthdate
Birthdate is used to display engagement results based on generation. To learn more about the years included in each generation, go here.
Column J: ignored
The ignored column is used to specify leaders of your organization that you would like to have access to the Emplify Portal to view engagement results, but NOT participate in the survey. Mark any leaders that should not be included in the survey as TRUE in this column.
- First Survey - All other employees can be left blank and are system will add FALSE to indicate that these employees should be included in the survey.
- Quarterly Survey- Employees will be listed as FALSE indicating that they should be included in the survey. Leave as is, unless you want to change the status of a leader.
Column K: employment status
The employment status column is used to differentiate active employees from terminated employees and employees that are on leave.
- 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.
Column L-P: gt, gt, gt
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. 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.