Please read on below for a quick guide on how to populate the user file.
Use the “Users” tab in the user file template provided below to populate employee information for your survey.
You can include any employee attributes from the list below. We recommend choosing attributes based on the cuts (views of data) you'll want to see when you get your results. For example, if you want to see how results vary by department, add a field titled Department.
Compatible employee attribute fields are:
Field | Definition | Formatting Requirements |
Required |
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|
First Name | First name of the survey recipient | no special characters |
Last Name | Last name of the survey recipient | none |
Email for the survey recipient | none | |
Recommended |
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|
Location | Specifies the employee's office location | none |
Title | Employee's job title (e.g., Sales Representative, Product Manager) | none |
Locale | Code used to define the language of the survey and survey notification emails sent from the Entromy platform | |
Employee Role | Used to indicate the employee's level (e.g., Manager, Individual Contributor) | none |
Department | Used to indicate an employee's organization or team (e.g., Finance, Operations) | none |
Manager | Name of employee's manager | Name |
Contact Method | Used to specify how the survey recipient will receive the survey | "Email", "Alt Email", "Text", "None", "All" (Email + Text) |
Optional |
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|
Type | Used to further distinguish between types of employees that are meaningful for your organization | "Full time" or "Part time" / "Hourly" or "Salary" |
Mobile | Phone number for the survey recipient | Country code + ten-digit number, with no dashes |
Kiosk Code | Code that can be used if the survey is not emailed but is part of a kiosk or survey-taking station. This can be an employee ID, email alias, or other unique identifier / code | Up to 50 characters |
Company Start Date | Start date for the employee. Used to calculate employee tenure (see row below) | mm/dd/yy |
Tenure | The tenure of the employees | Tenure ranges: |
Gender | Gender of employee | "Female", "Male", "Other", "Prefer not to say", or you can create your own options by navigating to Settings > Users > 3 dots menu > User dimensions > scroll to Gender |
User file template: