User File: What Demographics Should We Include?

Most customers  provide us with a direct download of demographics from their HRIS. While this file is likely easy to obtain, it can provide more demographics than are necessary. Below are a couple of quick tips for what to consider when determining your list of demographics:

• These demographics are required to be included in your User Set Up Template:
  
  • Employee First Name
  • Employee Last Name
  • Employee ID
  • Title
  • Email
  • Manager Email -or- Manager Employee ID
  • Hire Date (please format this value numerically, i.e. YYYY-MM-DD)
  • Employee Active Status
• In addition to the above required demographics, we recommend you include other meaningful demographics, such as:
  
  • Location
  • Department
  • Division 
  • Business Unit
  • Job Function

Adding these additional demographics will increase the value that your analytics provide and gives your managers the option to easily add everyone in a certain demographic to a team goal.