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?

Email

Required

Send survey invites to staff

First name

Required

Used in emails

Last name

Optional

Used in emails

Role

Required

'Employee'

'Employee login'

'Manager login'

'Manager login 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

Required

Team they belong to

First way of segmenting your results (see note at bottom)

Filter: Location

Optional

2nd way of segmenting your results

Filter: Department

Optional

3rd

Filter: Unit

Optional

4th

Filter: Manager

Optional

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.

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