Before you can invite employees to take part in surveys, you'll first need to upload your employee data so you can select them to include.
To add more than one person at a time, use our spreadsheet template which you can download from here or in the app via People > Import > Download an empty template link.
This video walks you through the spreadsheet and the details you need to add...
Below is a quick explanation of the required and optional columns and what to include.
Once completed, go back to Import and upload your new file as a CSV file.
Column name | Required? | What to include | Why? |
Required |
| Send survey invites to staff | |
First name | Required |
| Used in emails |
Last name | Optional |
| Used in emails |
Role | Required | 'Employee' 'Employee bubble' 'Manager bubble' 'Manager bubble with admin' | Determines the role this person has in your account (see more here) |
Reports to | Optional | Manager's email address (can include more than one with a comma) | Gives this manager access to the employee's results |
Preferred notification | Optional | 'Slack', 'Email' or 'Both' | If have slack integration set up, choose how to send survey invites |
Active | Required | 'Yes' | Inactive people can't be sent surveys |
Can view comments | Required | 'Yes' for all people. Putting 'No' only makes difference for manager logins. | Allows import to work correctly. |
Filter: Team | Optional | Ability to rename filter to segment in another way. | First way of segmenting your results (see note at bottom) |
Filter: Location | Optional | Ability to rename filter to segment in another way. | 2nd way of segmenting your results |
Filter: Department | Optional | Ability to rename filter to segment in another way. | 3rd |
Filter: Unit | Optional | Ability to rename filter to segment in another way. | 4th |
Filter: Manager | Optional | Ability to rename filter to segment in another way. | 5th |
NOTE: If running surveys anonymously, make sure there are at least 4 people in each team, location etc to enable you to view their results breakdown.