ABCDEFGHIJKLMNOPQRSTUVWXYZAA
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emailfirst namelast namestatusstart datemanager emailposition titlesegment_namesaved_groupssend invite attime zoneonboard
onboard role
engage role
assigned saved groups
coach roleexit role
phone_number
gender
department
office_location
employee_type
birth_date
marital_status
ethnicity
employment_status
tenure
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REQUIRED
Used as the unique identifier- if updating a participant, must be an exact match to current email address in system for the individual
REQUIRED
As it should appear in the system (all caps will show as all caps)
REQUIRED
As it should appear in the system (all caps will show as all caps)
REQUIRED
Active: for all users to be uploaded
OPTIONAL
mm/dd/yyyy
Needed for ONBOARD Question cadence is based off of the start date
(optional)
OPTIONAL - Needed for for ONBOARD notifications and EXIT reporting (optional)OPTIONAL- used primarily for employee profile (optional)OPTIONAL- used for assigning segments (if customer still wants to use segments)OPTIONAL -
This will assign users to the Saved Group as an individual. You can assigned a user to multiple saved groups seperated by commas. If the saved group doesnt already exist in the system, it will create a new one. Character limit per group = 50
OPTIONAL- When users will recieve the survey. If left blank , receivers will be invited immediatelyOPTIONAL - receiver's time zoneOPTIONAL-If you have new hires that you would like to start with the onboard question flow indicate here with "Y". If you would like this person to enter the engage question flow, type "N".REQUIRED
Choose one role: No Access, Admin, Manager OR
Employee
REQUIRED
Choose one role:
Super Admin, Admin, Group Admin, Viewer, OR Employee
OPTIONAL-
You can input multiple saved groups and separate them with commas.

New saved groups will be created if the name doesn't exist.
OPTIONAL Choose one role: Admin, Manager, OR EmployeeOPTIONAL Choose one:
Admin OR
No Access
OPTIONAL
Add employees phone numbers in this column that will be used for SMS functionality.
Phone numbers must be 14 characters or less.
A + sign can be used only as the first character in the number.
OPTIONAL
Needed for Gender response breakdown
OPTIONALOPTIONALOPTIONALOPTIONAL
mm/dd/yyyy
OPTIONALOPTIONALOPTIONAL
3
userprofile8@tinypulse.comJohnSmithActive12/10/2020
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