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


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 if you need support doing this.

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)


This is a deprecated version of organization_employee_id and might contain your source IDs, but has been replaced by organization_employee_id for matching purposes.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

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

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 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). 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.

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