If you are exporting employees from a source system with all their groupings, contact info, and demographic information AND a stable and unique employee ID, this process is for you!
The first step is to review the information needed for an import to Emplify's system. Our importer will process all values at once so if groupings are not included, the values for employees will be removed during processing.
General Guide to How our Imports Work
When importing, we automatically detect employees who are not matched in the file and deactivate them. So you can explicitly call out their removal using the employment_status column or you can just leave them out of the file (this is typically easiest).
So, to start, compile a report from your system with all active employees in it. Here are the columns you should add and how each works within our system. The file must be a CSV. Excel formatted files (.xlsx or .xls) are not be supported.
When you're ready to update employees, please construct a file with the following columns and attach it here - https://insights.emplify.com/attachments
We will review the file and process it with any questions within 24 hours.
Column Name (*indicates required columns)
Column Description and Valid Values
This represents your unique and stable identifier for an employee. If a match is not found on this ID, a new employee will be created in our system. This value can be any string value, but please ensure that numbers are converted to text in excel before exporting to a CSV so that leading zeros aren't removed (e.g. 00543 becomes 543)
This ID can be ignored unless you are updating your organization_employee_ids. You can use this when you are switching HRIS or source systems. Please reach out to email@example.com if you need support doing this.
This is a deprecated version of organization_employee_id and might contain your source IDs, but has been replaced by organization_employee_id for matching purposes. You can leave this blank.
email address where the employee will receive assessment notifications and reminders (email or phone are required for all employees. If you do not have email or phone for all employees, reach out to firstname.lastname@example.org to review how to proceed)
phone number where the employee will receive assessment notifications and reminders. (SMS messages will only send to US cell phone numbers)
Employee first name
Employee last name
Employee middle name
Employee start date. Used to populate Tenure Groups
Employee birthdate. Used to populate Generation groups
This column indicates if an employee is going to receive assessments or not.
(Values must be TRUE or FALSE.
TRUE = excluded from assessments)
If left, blank, FALSE is assumed.
Sets the employee's active status. Required for all employees with the following acceptable values:
Active = Active employee
Inactive = Inactive and not included in assessments.
Moving an employee from Active to Inactive will also remove any permissions connected to their user profile.
The remaining columns should include all groups that have been configured for your organization. You can download a template that shows your existing groupings by downloading your existing employee list or looking at your group structure
When updating these columns, if you are making sweeping organization changes, please reach out to email@example.com to review the structure prior to providing a file so we can ensure trending maps correctly.