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Using the Redesigned Import Wizard


NOTE: This feature is currently in limited release. Please contact support@cultureamp.com if you are interested in learning more.

Culture Amp's redesigned Import Wizard provides a seamless, adaptable experience for People leaders and scales to the needs of any sized People-first company. The updated interface distills your data into a simple, digestible summary on a single screen while still extracting the insights you need to confidently upload accurate, actionable demographic data.

Updating Employee Data

In a hurry to update your employee data? The new Import Wizard shares all you need to know about an employee data upload/integration sync on a single screen. You can quickly upload a file or initiate a sync from one of our HRIS integrations; review the impact of this update; and approve any changes by clicking the Start applying changes button in the Review import card.

To update your active employee information:

  1. Click Administration 
  2. Click Import Users 
  3. Upload a CSV or XLSX file; or sync data from your HRIS
  4. Click Review once the progress bar has completed on the Analyzing User Data page
  5. Click Start applying changes on the Review Import page once you are ready to process changes
  6. Your data will now begin to be processed and applied to your account. You can navigate to other parts of the platform or log off and the changes will still be applied.
 

 

Reviewing Import Details

You can also dive deeper into your data upload by either clicking the Show details link or selecting one of the five icons in the Summary of imported data dashboard.

Ignored Data

This section highlights any employees with improperly formatted or "bad" demographic data. Any employee that appears in this section will not be updated once you process the upload/import. Don't worry, though, these ignored users will not prevent the rest of the upload/import from being successfully applied to your account.

Users are grouped by issue type. Troublesome data fields are highlighted in yellow so you can quickly identify the underlying problem, resolve it in your source file/HRIS, and re-upload/import.

 

 

Demographics

This section provides a detailed summary of the demographics found in your upload/import (e.g. Location), the different demographic values found for each demographic (e.g. San Francisco or Melbourne), and the total number of employees with each respective demographic value (the n-size, e.g. 138 users work in San Francisco). 

Demographic values with an n-size below your reporting minimum will be highlighted in yellow. This provides a great opportunity for you to proactively combine any demographic values into a single larger group so you can report on them.

The section also calls out blank demographic values so you can find out how many employees are missing important demographic information. For example, if 287 of your employees do not have a location listed in your Excel file, they would be represented by a field labeled (No 'Location'). See the video below for an example.

 

 

Added/Removed/Update Users

These three sections list the total number of users that will be added to, deactivated (or removed) from, or updated in your account as a result of an upload/import. New or updated demographic values are highlighted in green so you can quickly see what data will change as a result of an upload.

 


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