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Build Your Employee Data File (DELETE this tab before importing)
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Columns A to I: Recommended fields to unlock key Culture Amp functionality. Use column headers exactly as shown to map data correctly in Culture Amp.
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NamePreferred NameEmployee IdEmailDate of BirthStart DateEnd DateLanguageManager EmailTimezoneMobile Phone NumberJob TitleJob Title LevelDepartmentDivisionCountryLocationRegionWork LocationGenderRace/EthnicityBIPOCEmployment Type
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Adam RoseAdam1234adam.rose@acmecorp.com1968-06-022013-04-022014-04-02America/New_York+14155552671 CEO1ExecExecUnited StatesSan FranciscoWest CoastRemoteManAsianYesFull-time
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Emma AkinEm1235emma.akin@acmecorp.com1978-06-122011-11-142012-11-14fradam.rose@acmecorp.comAmerica/Phoenix+442071838750 VP of People & Culture2ExecExecUnited StatesSan FranciscoWest CoastIn-officeWomanWhiteNoFull-time
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Gabriel JonesGabe1236gabriel.jones@acmecorp.com1972-03-272012-08-20esadam.rose@acmecorp.comAustralia/SydneyDirector of Engineering3DevelopmentExecUnited StatesDenverWest CoastHybridManLatinoYesPart-time
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Alexia TaylorAlexia1237alexia.taylor@acmecorp.com1989-09-012013-07-252014-07-25gabriel.jones@acmecorp.comAustralia/MelbourneDirector of Sales3SalesSalesUnited StatesNew YorkEast CoastRemoteWomanPacific IsanderYesFull-time
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Sam MillerSam1238sam.miller@acmecorp.com1991-01-232017-01-252018-01-25dealexia.taylor@acmecorp.comAmerica/DetroitSales5SalesSalesUnited StatesNew YorkEast CoastIn-officeNon-Binary / Non-ConformingWhiteNoPart-time
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James BrownJimmy1239james.brown@acmecorp.com1988-06-052008-05-192009-05-19alexia.taylor@acmecorp.comEurope/Copenhagen+551155256325 Senior Sales4SalesSalesUnited StatesChicagoEast CoastIn-officeWomanWhiteNoPart-time
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Roger DavidRoger1240roger.david@acmecorp.com1984-05-212009-09-01alexia.taylor@acmecorp.comSales5SalesSalesUnited StatesBostonEast CoastHybridManBlackYesFull-time
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Instructions
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1. Watch a video walkthrough on how to use this template
Going to be using Surveys?
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2. Make a copy of this template
Use "Roll-up" demographics to maintain employee confidentiality while still having access to broader data. In these examples:
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- File > Download > Excel - OR - File > Make a copy for Google Sheets
*Division was added because we might have less than 5 employees in some Departments.
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- Use this Instructions tab to learn about the data columns and formatting, use the next Data Template tab for your employees' information
*Region was added because we might have less than 5 employees in some Locations.
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3. Include required demographics (Columns A-D)
*BIPOC was added because we might have less than 5 employees in some Race/Ethnicity groups.
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- Name is required; recommended format is First Last
(If BIPOC is not a familiar term in your company, you could alternatively use Person of Color or POC )
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- Employee Id or Email is required. You can include one or both. This creates a unique user in Culture Amp
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3. Choose from the recommended minimum demographics in Columns E-K to unlock functionality in Culture Amp
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- Required for People Analytics: Start Date and End Date (leave End Date empty for current employees)
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- Required for Perform and 1-on-1s: Manager Email
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- Manager Email helps build your organizational hierarchy; leave field empty for the head of your company (CEO/Owner)
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- Required for SMS Pilot Customers Only: BothTimezone and Mobile Phone Number
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- Hover over the column headers to see additional data guidelines!
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4. Choose your custom demographics, examples are shown in columns L - W. These will be used for insights across Culture Amp, and for reporting in surveys.
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- Remove any of our examples that do not apply to your company, or for which there is no available data
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- Add any custom demographics you would like to utilize by inserting a new column
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- If you have small groups (typically 5 or less) you can add a roll-up demographic to increase your visibility in reporting
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5. If uploading the Employee Data File directly into Culture Amp:
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- Before attempting any import, DELETE this Instructions tab
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- Use FULL Import to add employee data to your account for the first time, or to establish your hierarchy
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- Use PARTIAL Import to edit employee data already in your account, e.g. add/remove employees or update some demographics
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Important formatting notes:
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- All fields and demographic values are case sensitive - Product and product would become two seperate Demographics in your account.
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- Dates must be formatted as: mmm dd, yyyy, MMM DD YYYY, or YYYY-MM-DD. Need help with your date format?
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- SMS Pilot Customers Only: For timezone, we only accept IANA timezone names. A list can be found here: IANA Timezones. Example: New York is 'America/New_York'.
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- SMS Pilot Customers Only: For mobile phone numbers, we use E.164 format: [+][country code][subscriber number with area code], up to 15 digits. For more details, visit E.164 format doc. Example: US number is +14155552671
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 - Your file must be saved as .XLSX or .CSV to import successfully
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 - For languages other than English, use language codes
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 - For HRIS, learn how to sync your employee data with Culture Amp
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Perform and 1-on-1 customers
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- Configure your hierarchy
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Do all your employees have a work email?
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- If not, activate "kiosk mode" before running a survey
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Are you using this import for People Analytics?
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- Learn more about Retention Insights
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- All employees must have an Employee Id
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- All past employees must have Start Date and End Date. Leave End Date empty for current employees
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