Getting ready to import anonymous employee data into Beamible:
To create anonymous employee data in Beamible, please follow the following steps.
CREATE YOUR ANONYMOUS DATASET
1. Open your own employee source data file.
2. Create three new columns:
• external_id (a unique id that will be used to identify each unique role),
• role_email (a unique email address which will assign a person to a role),
• parent_id (the external id (above) of the manager of that role).
3. For external_id, insert this formula and copy down all rows to generate a unique code for each role: =DEC2HEX(RANDBETWEEN(0, 4294967295), 8)
4. Copy the cells and paste them as values to lock down the codes.
5. For role_email, insert this formula into the email column to create a unique email address that maps to the role assignee:
=B2&"@clientid.example.net"
Please note that this assumes that the column for the external_ID is in column B. Replace "clientid" with a unique value for your client, e.g., @beamible.example.net.
6. For parent_id, use a vlookup formula to map original Manager data (either email or ID) to the parent_id column. (e.g. =vlookup(‘manager_id’,cell range,’external_id’,false)
INPUT DATA INTO BEAMIBLE SPREADSHEET
7. Open this Beamible spreadsheet and navigate to the Properties tab.
PROPERTIES:
8. n the library_properties, add property names for data that you intend to import into Beamible e.g. level, location.
9. In the library_property_options tab, add property values for each property (please note these are case sensitive).
ROLES:
10. Navigate to the Roles tab.
11. Create new columns for properties that have been created and use the following naming convention: property:[property name] e.g. for a Location and Level property, you would use property:Location and property:Level as column titles.
12. Copy the source data from your source file columns to the respective columns in your Beamible spreadsheet:
• Action (please select the action of either Upsert or Remove)
• External_id
• Role_title
• Role_email
• Role_fte
• Role_budget
• Parent_external_id
• property:[value]
13. In the is_manager column, use this formula to indicate whether a role is a Manager: =IF(COUNTIF(J:J, C2), "Y", ""). This formula will indicate whether or not this role is a Manager.
PEOPLE:
14. Copy the role_email values and navigate to the People tab.
15. In the email column, paste the emails.
16. First name and last name columns can be generic. E.g. first_name = employee, last_name=company name.
17. Review each tab to ensure that there are no errors.
18. Save your file and you’re ready to import!