Groups (eg. Department, Division, Job Type, Region or Location, etc.)

Employee Start Date (optional)

Automated CSV user provisioning

Purpose: This template should be used if a customer wishes to automatically synchronize his users with bucketlist

General Information:

Bucketlist will provide you with credentials to access our server (username, password, IP address, port). You can use these credentials to either a) set up a an SFTP csv connection within your HRIS (most common) or b) drop the csv file manually to our server (less common).

A public key (open ssh style) is an option for the secured connection vs username/password, etc. Please let us know if this is a requirement on your side.

Inform your Bucketlist representative if you require our SFTP whitelist location (recommended). This requires Bucketlist to whitelist your IP addresses from where the CSV is going to come from. If this is a requirement on your end, please provide your Bucketlist rep with the necessary IP addresses for whitelisting.

CSV file syncs every 24 hours. The sync happens overnight to Bucketlist daily between 3:00AM - 8:00AM EST. You can schedule how often you want to push new file updates to Bucketlist. Most companies do it daily or weekly.

The CSV should be cumulative, meaning that all the users should be in the csv file. When a user is removed from the CSV, they are deleted from the platform. When a user is added to the file, they will be added and invited to Bucketlist

Once you have created the csv, please let your Bucketlist rep know. We will access the server to validate the file formatting and configure our system to read it. Once we review formatting and all looks good, we will then conduct a test to ensure the file is working as expected.

Some columns used to be optional, but are now needed for increased functionality in the platform.

The format of the resulting file should be a CSV. No double-quotes to delimit text fields. No headers.

The CSV file should always have the same name when uploaded

The optional columns are not required in the csv file (ie no need to add empty columns if you don't include them in the file).

UTF-8 formatting is required for SFTP csv synchronization.

Columns A ,B, D are mandatory and should stay in that order on the csv. Bucketlist can reorder the rest of the columns on our side

Employee ID (Column D) : is 'alphanumeric' - Only numbers and letters. Important: Note that 0011 is not the same as 11.

Permission (Column E): The Bucketlist Default role can be either employee or manager. all lower case

Permission (Column E) and Groups (Column F): If no Bucketlist Default role is being used (column E), all roles will default to 'employee' role. However, you can include any custom roles via Groups (Column F) and we can map those groups to any role. Bucketlist will do the mapping for you. For example, we can map 'Team Lead' group to 'Team Lead' role, or map 'Individual Contributor' group to 'Employee' default role. Groups and roles names do not have to match.

Groups (Column F): Group is a container for grouping employees that is meaningful in the context of the customer’s HRIS system. Group names will come from one or more categories like Department, Division, Job Type, Region or Location

Groups (Column F): Groups can separated by a pipe '|', comma ',' or semi colon ';' and wrapped in quotations. Eg "Manager 1|New Jersey|Operations|District 3" OR "Manager 1,New Jersey,Operations"

Groups (Column F): Groups are used for activity feed filtering or for mapping to Bucketlist roles

Country (Column G): The country must be the 2 digit country code of the employee (i.e. US for USA, CA for Canada, AU for Australia, JP for Japan)

Supervisor ID (Column H): Supervisor ID is used for managers to receive notifications when their direct reports get recognized or receive Awards

Birthday (Column I): The birthday can have the format mm-dd or yyyy-mm-dd if you do not wish to provide the birthday's year for security purposes.

Employee Start Date (Column J): The hired date must have the yyyy-mm-dd format.

Unique Identifier: This is a unique ID used to match your users to SSO to authenticate them into Bucketlist. This has to match the attribute you choose in your SSO or your user will not be able to login. This can be a Global ID, employee ID, etc

Notification Email: Used to send notifications and redemptions to your users. Although this is not mandatory to add to the csv, a notification email is required for your user to enter Bucketlist. You have a choice to provide this on the users behalf or get the user to add a notification email when they first login