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 Name
    • Employee ID
    • Title
    • Email
    • Manager Email
    • Hire Date (please format this value numerically, i.e. YYYY-MM-DD)
  • You can also provide us any additional demographics you think will be valuable to have in Performance.  Location and Department are two common examples.  Watch the video below to learn more about how demographics are leveraged throughout Performance.