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Understanding the Employee Demographics File

In this article: 

Overview

Most organizations 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. The rest of this article is a guide for information about the different demographics in your user file. 

Please note: Quantum Workplace provides results for groups of 5 or more, so keep this in mind as you determine which demographics will be most valuable.

Required & Recommended Demographics 

The following demographics are required to be included in the 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
  • Termination Date
  • Termination Type 

The subsequent demographics are a meaningful addition to the required demographics, especially when viewing analytics.

  • Location
  • Department
  • Division 
  • Business Unit
  • Job Function

Demographic Groupings

The following demographics are grouped together and able to be sliced when viewing data in Survey Analytics. 

Birth Date & Age

If birth date data is provided, you can view analytics data by age and generation. Employees are grouped into the following age groups:

  • 25 and under
  • 26 - 35
  • 36 - 45
  • 46 - 55
  • 66+

Generations

Employee generations are grouped into the following generation groups based on their year of birth:

  • Traditionalists: 1928 - 1945
  • Baby Boomers: 1946 - 1964
  • Generation X: 1965 - 1980
  • Millennials: 1981 - 1996
  • Generation Z: 1997 - 

Hire Date & Tenure

If hire date data is provided, you can view analytics data by hire date and tenure. Employees are grouped into the following tenure groups: 

  • Less than 1 year
  • 1 - 2 years
  • 3 - 5 years
  • 6 - 9 years
  • 10 - 14 years
  • 15+ years

Role Titles & Role Levels 

Role or job titles have limited utility, especially when an organization can have hundreds of different role titles. Drawing insights from analytics reports can be easier if similar jobs are grouped together.

Having information for role levels, i.e. C-Suite, Managers, Individual Contributors, etc. and distinctions between Managers and Non-Managers can also help provide detailed analysis.

This information can also help build an Organization Tree or Custom Organization Tree to visually organize your organization's hierarchy as well as Manager-Employee relationships. 

Other Demographics

Other organization-specific demographics such as location, department, and divisions are often included as well.

Demographics like HiPo and participation in training can also be included and captured as a Yes or No value.