Importing Your Employees via CSV
To import your employees into CoreCounts, you can mass upload them using a CSV (comma-separated value). To upload your CSV using our template, follow the steps below:
Step 1: Click on "Company" in the top navigation.
Step 2: Click on the "Members" tab.
Step 3: Click "Export Members".
For each row in the file, we will either Add an Employee or Update an existing Employee. We do this by matching each employee's email address. Because of this, please make sure each email is correct before uploading your file.
Step 4: Save the changes made to your CSV.
Step 5: Click "Add Members".
Step 6: Click "Upload Member Spreadsheet".
Step 7: Select your file and click "Upload".
Your employees have now been updated in CoreCounts!
CSV Requirements
In the CSV file, the following columns are REQUIRED:
- First Name
- Last Name
- Status
- Direct Manager Email
- This is not required for CEOs or company heads
In the CSV file, the following columns are OPTIONAL:
- Job Title
- Phone Number
- Department Name
- Avatar Url
- Send Text
The "Direct Manager Email" column is used to organize your company and define your reporting structure.
The "Department Name" column is used to define your department structure and add extra reporting structure. This column can be used to define a hierarchical department structure. This can be formatted as follows: Top Level Department > Parent Department > Target Department. In this example, the employee will be placed in "Target Department". They will be included in calculations for all 3 departments: "Top Level Department", "Parent Department" & "Target Department". An employee can only be in one department at a time.
The "Avatar Url" column is used to add an avatar to CoreCounts. This must be a public-facing URL that CoreCounts can access. When the file is uploaded, we copy this file, so that it only has to be available during import.
The "Send Text" column will allow you to have texts sent to employees for all Notifications where text messaging is allowed. This is enabled by specifying an "X" in this column.
The column "Status" is used to create or deactivate accounts. The allowed values are "active", "paused", and "inactive".
- If the status is "active" and the employee doesn't have an account, we will create one.
- If the status is "inactive" or "paused" and the employee doesn't have an account, we will ignore the row.
- If the status is "active" and the employee has an account, we will update their details.
- If the status is "inactive" and the employee has an account, we will deactivate their account, and they will not be able to log in anymore.
- If the status is "paused" and the employee has an account, we will pause their account, and they will not be sent emails or be required to answer any surveys.
Once the CSV file is uploaded, the users will be created, updated, or deactivated. All created users will remain in an "Added" state until they answer their first Culture Tracking survey.