As a part of your Diversity, Equality and Inclusion audit, Fair HQ will anonymously survey your employees to understand their feelings on key areas within the business.
To begin, we'll need you to upload a list of your employees to the Fair HQ platform in CSV format.
1. Download the Template 💻
Go to Audit > Employees and choose Add Employees.
Download either the template for Excel (or another spreadsheet tool) or use the Google Sheet link lower down.
2. List your employees ✍️
Open the template in your software of choice and delete any example data
Keeping the header row unchanged, paste the employee data exported from your HR system into the relevant rows/columns
The first four columns are required: first and last names, email and level.
For Private Equity and Venture Capital companies, the Level will be mapped as follows in your reports:
Employee -> Operations
Manager -> Investment
Leadership -> Partner
You'll still need to put Employee/Manager/Leadership in the spreadsheet for now but please choose the levels according to how you want the employees included in those reports.
3. Download as CSV & Upload to Fair HQ ⬆️
Download or save your file as a .CSV
Navigate to Audit > Employees and click the Add employees button
Choose Ready to Upload at the bottom and upload your CSV file
Understanding the CSV File 🔍
Required Fields
Field Name | Description | Notes |
firstName | First name of employee |
|
lastName | Last name of employee |
|
Email address of employee where we should send the survey invitation |
| |
level | Level of employee within the business | Choose from these options only: Employee, Manager or Leadership
You'll still need to put Employee/Manager/Leadership in the spreadsheet. |
Optional Fields (leave these blank if you don't want to disclose)
Field Name | Description | Notes | Insights Available |
role | Job title of employee | Free text or leave blank |
|
department | Department of employee | Free text or leave blank | Explore the inclusion and equality experience of different departments within your business where 5 or more participants complete the survey. Consider grouping smaller departments into larger ones if needed. |
employmentType | Employment type of employee | Choose from these options only: |
|
setup | Describe how the employee primarily works | Choose from these options only: |
|
workingHours | Record how many hours the employee typically works per week | Full numbers only, eg 40 or leave blank |
|
salaryYear | State the year of the salary you are recording | Full numbers only, no extra punctuation eg 2020 or leave blank |
|
salaryAmount | State the salary for the employee | Full numbers only, no extra punctuation eg 30000 or leave blank | We'll calculate the gender pay gap for our Strategy call, and other pay gaps (ethnicity, disability, etc.) if there's enough people represented. |
salaryBonus | Record any bonuses this employee received within the year | Full numbers only, no extra punctuation eg 1500 or leave blank |
|
currency | State the currency of the salary above | Only use 3 letter currency codes (ISO 4217) or leave blank |
|
city | State the city the employee is based in | Free text or leave blank |
|
country | State the country the employee is based in | Use only 3 letter country codes (ISO 3166 Alpha 3) or leave blank | Explore the inclusion and equality experience of employees based in different countries where 5 or more participants complete the survey. |
* Note that while insights are not available for all data collected, we aim to add more insights over time. If you already have this information in the platform, those insights will automatically unlock. Or you can opt to retroactively update the information at the time.
Video Walkthrough with Matthew