The following is a guide for how to format the Workspace Member Upload .csv :D
Field | Description | Example |
General Fields | All fields are required |
|
First & Last Name | Full name of the person you plan to send gifts to. | John Doe |
Email of the person you plan to send gifts to. | ||
Employee Information | All fields are optional |
|
Employee Number | Fill with the employee's ID or employee number - Used in reporting and to allow targeted notifications to managers. | Alphanumeric string |
Mobile Number | Fill with the employee’s mobile phone number. This information is used to deliver recognition via SMS. | 5555555555 |
Location | Enter the employee's working location - Used in reporting and when filtering section of the platform. | Alphanumeric string |
Department | Enter the employee's department - Used in reporting and when filtering section of the platform. | Alphanumeric string |
Manager Number | If the Workspace Member has a manager, enter the manager's employee number - Used in reporting and to allow targeted notifications to managers. | Alphanumeric string |
Admin Notes | Enter any notes about this employee for your own records. - Used in reporting and when filtering sections of the platform. | Alphanumeric string |
Cost Centre ID | Enter the ID of the cost center the Workspace Member belongs to. - Used in reporting and to define cost center budgeting groups. | Alphanumeric string |
Cost Centre Setting | Enter 1, 2, or 3 to set the cost center permissions of the Workspace Member. - Enter 1 if the member should only be able to access their own cost center's budget, Enter 2 if the user should be able to access their own cost center budget and any other cost centers budgets for members who report up to them, or 3 for if the member should be able to access all cost center budgets. | 1/2/2003 |
Start date | Fill with a date. Required to schedule automated milestone awards. | YYYY-MM-DD |
Birthday | Fill with a date. Required to schedule automated birthday awards. | YYYY-MM-DD |
Active | Used to define whether the user should be able to access the Workspace or not and to deactivate Workspace Members who are on leave. | ON/OFF |
Profile Photo | Enter a link to an image file, like http://example.com/photo123.jpg - Populate user profile images in the platform. | Web address |
Additional Data Fields | Fill with employee data. - These fields can be used to save any additional Workspace Member data that is desired in reports. Refer to Workspaces > Settings > Advanced Reporting to match the custom fields to the column headers in the CSV file. | Alphanumeric string |
Member Rights Settings | All fields are optional |
|
Manage Members | Enabling will allow the member to add/edit and remove Workspace Members and Workspace Member data in the Manage Members section of the platform. | ON/OFF |
Manage Funds | Enabling will give this person access to editing Workspace funds and member balances for other members. | ON/OFF |
Manage Gifting | Enabling will grant access to the Workspace's gift reports. | ON/OFF |
Settings | Turning on will grant the member access to Workspace settings. | ON/OFF |
Manage Shoutouts | Enabling will grant access to the Workspaces Shoutouts reports and settings. | ON/OFF |
Billing | Enabling will grant access to the Workspace's billing and subscription information. | ON/OFF |
Publicity Settings | All fields are optional |
|
Public Gifts | Turning on will allow gifts to be viewable by the entire Workspace in the recent activity feed. | ON/OFF |
Public Shoutouts | Turning on will allow shoutouts to be viewable by the entire Workspace in the recent activity feed. | ON/OFF |
Can Make Shoutouts | Turning on will allow the member to shoutout other Workspace Members. | ON/OFF |
Can Receive Shoutouts | Turning on will allow the member to receive shoutouts from Workspace Members. | ON/OFF |
Budget Settings | All fields are optional |
|
Access to Workspace Funds & Limits | Turning on will give the user the ability to access Workspace funds for gift sending. | ON/OFF |
Total Budget | Setting a Total budget will limit the total amount the member is able to spend. | Numeric, eg. 100 |
Quarterly Budget | Limit the spending ability of the member over a 3 month period. | Numeric, eg. 100 |
Monthly Budget | Limit how much the member is able to spend each month. | Numeric, eg. 100 |
Weekly Budget | Limit how much the member is able to spend each week. | Numeric, eg. 100 |
Min Per Gift Limit | Setting a per gift limit will restrict the amount the member is able to spend on an individual gift. | Numeric, eg. 100 |
Max Per Gift Limit | Gifts above this value will require an admin's approval. | Numeric, eg. 100 |
Gift Value that Requires Approval | Gifts above this value will require an admin's approval. | Numeric, eg. 100 |