User Management: Users — CSV Upload

Content

• Overview
• Parent-child Departments
• User Data Templates & Explainers
  • Default 
  • Custom
  • Advanced Analytics
• Common Errors

Overview

The CSV upload option allows customers to ensure that their information is up to date. This includes:

• Creating accounts for new employees.
• Updating the accounts of existing employees (i.e. manager change, title change, etc.).
• Deactivating the accounts of employees who are no longer with an organization.

Note: There is another manual user management option (i.e. individual updates) and several automated user management options (i.e. HRIS, BambooHR, TriNet Zenefits, and UKG Pro integrations). 

Parent-child Departments

A parent-child department structure (aka nested department structure) is an organizational hierarchy where departments are nested within larger ones, forming a tiered system. If your organization has this structure, please define it by using the template below. If not, continue to the next section.

• Parent-child Department Data Template

In the name field (aka name column header), enter the parent department followed by related child departments. In the parent field, enter the parent department where applicable. 

In the screenshot below, “Human Resources” is the parent department. It is shown at the top of the name field followed by related child departments, and in the parent field, to the right of each child department.

Note: When using the template, do not rename the fields. Also, save the completed parent-child department data file as “Comma Separated Values” (.csv). Otherwise, it cannot be processed. 

The completed parent-child department data file must be uploaded manually. It cannot be sent through the HRIS integration. 

1. Access the CSV upload page.
   
   
   • Go to the Admin module. 
   • Select the User Management tab. 
   • Select Departments (under the Department and users header). 
   • Select the CSV upload tab.
     
     
2. Drag and drop the completed parent-child department data file or click choose a file. 

3. Wait a few moments for the completed parent-child department data file to be processed and validated.
   
   
4. Click Save. 

User Data Templates & Explainers

Below are our user data templates and explainers. Please read the explainer thoroughly before using the related template. 

Default

For organizations that need to send user data to Betterworks: 

• User Data Template (Default)
• User Data Template Explainer (Default)

Custom

For organizations that need to create custom user data fields before sending user data to Betterworks, see this Support article. 

Advanced Analytics

For organizations that use Advanced Analytics and need to send user data to Betterworks.

• User Data Template (Default & Advanced Analytics) 
• User Data Template Explainer (Default & Advanced Analytics)

Note: When using the template, do not rename the fields. Also, save the completed user data file as “Comma Separated Values” (.csv). Otherwise, the file cannot be processed. 

Common Errors

If there are any errors found in the file sent to the Betterworks SFTP server, the Technical Contact will receive an automated notification by email. The notification will contain a downloadable error file and direct them to our error resource.