Since your previous survey, it is inevitable you will have some leavers who you no longer need to survey, new staff you who have joined and some employees who may have moved teams or managers etc.
First, download your current data into a spreadsheet
Go back to People and click Export > Download Export.
This will download your data into a spreadsheet for editing.
Now we'll make the rest of the updates in your spreadsheet and re-upload
If you haven't already, you can add in 'Org employee ID (optional) to your dataset. Map the IDs against employees in your HRIS into this spreadsheet to make updating data easier long-term. Don't remove the 'WeThrive record ID' column. You will need these to map your own organisation IDs onto the right records the first time you add your own org IDs.
Update any email addresses that have changed.
Update your active users
Mark anyone who has left as Active - 'No'.
When you upload the new sheet, this will deactivate these people. You may already have some inactive people in your spreadsheet from previous updates.
Check the Role column and switch anyone's role that needs it (e.g. make them a 'Manager Bubble' or an 'Employee Bubble' to give them a login to WeThrive).
When you upload this sheet, anyone who has been updated will receive an activation login.
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Fill in your Reports To column (if applicable) - copy and paste the email address of the Manager(s) you want to be able to access that employees results. The manager must be listed as a 'Manager Bubble' in your dataset to be assigned to employees in this column.
Update any of the Filter columns (Team, Location, Department, Unit, Manager) for existing employees. Add up to 12 ways of segmenting your data.
Add new starters details to the bottom of your spreadsheet. You can also add an 'Org employee ID' and add these IDs in WeThrive to match the employee IDs given to employees in your HRIS. This may make updating easier long term.
Once your updates are made, save the file as a CSV file.
Return to your People table in WeThrive and click Import. Select your file and Begin import.
If there are any errors, the system will tell you and the sheet won't upload.
Bear in mind that as soon as you upload the spreadsheet, anyone who has been switched from an 'employee' to an 'employee bubble' or. 'manager bubble' will receive their activation email.