HR Data Upload Spreadsheet Template
The template can be downloaded directly within the Product. See the Spreadsheet card in Integration setup, and click 'Download template'.
The template has a number of columns. Here is a quick guide on what data to use and where:
| Employee Number | The unique number assigned to each staff member by your organisations | Optional |
| HR Platform ID | The unique number assigned to each staff member by your HR Platform. This is often independent of the Employee Number and is used as an additional check to identify individuals, especially in cases where the employee number may change (for example, seasonal workers, contractors, etc). | Optional |
| First Name | The individual's given name. | Required |
| Last Name | The individual's family name. | Required |
| Company Email | The unqiue email address assigned to each individual. | Required |
| Date Joined | The date of joining. | Required |
| Date Terminated | The date of leaving. Include this information if you want to (a) record salary benchmarks for leavers that may be a useful reference later, or (b) you want to investigate the relationship between your pay and historical employee attrition and leaver trends. | Optional |
| Current Job Title | The job title of the individual. If there is a choice (for example, job family, job level), then we recommend using the title that best represents the level at which you want to apply benchmarks. So, if your policy is to benchmark at very granular levels, then consider using a combination of job title and level. For example, 'Junior engineer - IC2'. If your benchmarking policy is to be more broad so that you can track employee bands and progression through the benchmark range, then consider using a combination of job family and job title. Or, if you want to be consistent with your HR platform, then use the job title as it is recorded. This will help your benchmark data to be more consistent with your HR data when you decide to connect your HR Platform directly for automated daily updates later. | Required |
| Country | The home country of the individual. | Required |
| Team Level 1 | The 'top' department in your organsiational hierarchy. This is used for filtering your employee lists and analyzing data. | Required |
| Team Level 2 | Optional field for a second, additional level of hierarchy to be able to filter and analyse your data at a more granular point in your organisational hierarchy. | Optional |
| Team Level 3 | Optional field for a third, additional level of hierarchy to be able to filter and analyse your data at a more granular point in your organisational hierarchy. | Optional |
| Team Level 4 | Optional field for a fourth, additional level of hierarchy to be able to filter and analyse your data at a more granular point in your organisational hierarchy. | Optional |
| Payment Currency | The currency in which the individual's pay is based. | Required |
| Current Annual Base Salary | The annualised, actual base salary for the individual, in the given currency (above). If you are adding staff on different payments or contracts, then please manually adjust these to be the annual equivalent. | Required |
Notes
- If you have vacancies and open positions you want to include, please add them using the Open Positions feature. This upload is for actual individuals and employees.
- If you do not have HR platform ID or Employee Number, we request that you leave the columns empty. You can upload your data just using a unique email as the main identifier for each individual. But please keep in mind that if the individual's email is changed, without additional IDs to verify, our platform will assume the previous email was a leaver, and the new email is a new joiner. This could corrupt any analytics and we therefore ask you to keep a close watch on emails!
- We only support 4 levels of organisational hierarchy. If you require more, please contact us to discuss your needs.