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.

CSV Columns

Column Name (*indicates required columns)

Column Description and Valid Values

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 using the organization_employee_id, you will leave this column blank.

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. 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)

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

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This is a deprecated version of organization_employee_id and might contain your source IDs, but has been replaced by organization_employee_id for matching purposes.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

phone

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

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)

last_name

Employee last name

middle_name

Employee middle name

start_date

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

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

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

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.

Everything else

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). 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.

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