Employee Import A refreshed five-step flow, and a mode to update a few details

The employee import has a refreshed design across all five steps. It also has a new mode for updating a few details of people who are already in CultureMonkey.

Five steps, start to finish

Every import moves through the same five steps, shown across the top of the page:

1. 1
   Upload: add one CSV file, up to 10,000 employees and 5 MB. The step lists what your file needs, links to a sample CSV, and shows an Already in CultureMonkey summary.

   

2. 2
   Match Employees: choose the anchor field, a detail that is different for every employee, like Email Address or Employee ID. It matches the people in your file to the people already in CultureMonkey.

   

3. 3
   Update Type: choose how to update them. Update a few details changes only the columns you pick; everything else stays the same and nobody is added. Map all attributes maps every column in your file, adding new employees and updating the ones you already have.

   

4. 4
   Map Attributes (or Choose Updates): for a full import, match each column in your file to a CultureMonkey attribute, with an example value from your file; attributes marked * must be mapped, and any columns left unmapped are confirmed before you move on. With Update a few details, this step is Choose Updates: pick a detail and the file column that holds its new value.

   

5. 5
   Preview: Preview changes compares every row of your file with what is in CultureMonkey today. A collapsible sidebar takes you from the Summary to New employees, Updates and No change. Nothing is saved until you select Import.

   

The Next button gently highlights when a step is ready.

Also new

• Map Attributes is a plain table: each column from your file is shown with an example value taken from the file itself.
• External IDs are kept: a full import whose file has no External ID column keeps the External IDs already saved on your employees.
• A file limit: files with more than 10,000 rows are refused.

Who can do this

Employee import, including the Update a few details mode and the Already in CultureMonkey summary, is available to Super Admins. It is available on every CultureMonkey account.