The table below represents all of the columns that will appear in a bulk export/import and the values that are acceptable for each.
ALL columns are required in the import even if you are not using those values.
Column Name (*indicates required columns)
Column Description and Valid Values
This ID can be ignored unless you are updating your organization_employee_ids (field above). You can use this when you are switching HRIS or source systems. Please reach out to firstname.lastname@example.org if you need support doing this.
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This is a deprecated version of organization_employee_id and might contain your source IDs, but has been replaced by organization_employee_id for matching purposes.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 email@example.com 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 (if you have a single full name field, you can provide it here and leave last_name and middle_name blank)
Employee last name
Employee middle name
Employee start date. Used to populate the Tenure and Hire Cohort Group Types
Employee birthdate. Used to populate Generation groups
This column indicates if an employee is going to receive assessments or not.
(Values must be Yes or No.
No = excluded from assessments)
If left, blank, Yes 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.
Values for this column are required
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 firstname.lastname@example.org to review the structure prior to providing a file so we can ensure trending maps correctly.
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.