CSV Columns

Column Name (*indicates required columns)

Column Description and Valid Values

Expected format

emplify_employee_id

This ID is used to find a match in the Emplify system for employee records to update. It is used when doing a bulk export/import to update employees. It should NOT be changed and if you are creating new employees, it can be left blank.

If you are exporting employees from the employee list, that export will include the emplify_employee_id so you can modify the other details on the record and reimport.

If you are using the organization_employee_id setting, you will leave this column blank.

All emplify_employee_ids will be a number.

organization_employee_id* (this value will only appear if you've enabled the Organization Employee ID setting in the Bulk Employee Update tool

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.

If you are switching HRIS systems and IDs, please reach out to help@emplify.com to get instructions to bulk update these records.

Any string. Be careful when copying and pasting IDs that are numbers with leading zeros that they aren't removed. This can cause duplicate values. Here's a helpful guide on how to do this in Excel.

employers_employee_id

This is a deprecated version of organization_employee_id and might contain your source IDs, but has been replaced by organization_employee_id for matching purposes.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

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 help@emplify.com to review how to proceed)

must be a valid email address format.

phone

phone number where the employee will receive assessment notifications and reminders. (SMS messages will only send to US cell phone numbers)

10 digit number. System will ignore dashes and plus signs.

first_name

Employee first name (if you have a single full name field, you can provide it here and leave last_name and middle_name blank)

string

last_name

Employee last name

string

middle_name

Employee middle name

start_date

Employee start date. Used to populate the Tenure and Hire Cohort Group Types

Supports excel's short date format

mm/dd/yy

or

m/d/yy

birthdate

Employee birthdate. Used to populate Generation groups

receiving_surveys*

This column indicates if an employee is going to receive assessments or not. Values must be Yes or No.

Yes = receiving assessments

No = excluded from assessments

yes, no, or (blank)

Case does not matter. If left blank, the value will not be changed from the current value for the employee.

employment_status*

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.

Values for this column are required

must be "active" or "inactive".

Case does not matter

If the value is blank, the field will error.

Group Columns

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 help@emplify.com to review the structure prior to providing a file so we can ensure trending maps correctly.