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.