How to Upload Your Employee Database via CSV
There are two ways to upload your employee data to Crosschq. You can manually import employee data using a CSV file, or you can set up an automatic sync via an API between Crosschq and your Workday HRIS.
When employees are imported or synced with New Hire Analytics, Crosschq automatically pulls pre-hire data from Crosschq 360 reports and from your ATS (currently NHA supports Greenhouse integrations, additional ATS integrations with NHA are coming soon).
Uploading Your Employee Data Manually Via a CSV File
Employee .csv files can be uploaded using the Employees/Import Employee CSV screen in the New Hire Analytics module. Your employee CSV must strictly follow the formatting guidelines we provide in this template to upload correctly, including column titles, which are used to match against expected values. We have created a separate template with instructions regarding data formatting and required information here. Failure to follow the formatting will result in errors that must be corrected to successfully upload your data. Columns/fields that do not follow this guideline will be ignored.
To upload your database, drop the .csv into the window within Crosschq or upload via the browse function and select the appropriate file.
The following fields are required and must be provided:
- Employee Email Address
- First Name
- Last Name
- Hire Date
- Termination Date
- Employment Status
- Termination Type (voluntary, involuntary)
- Manager Email Address
Optional fields should be used whenever possible, as this data enriches the analytics and reports that are provided by New Hire Analytics.
The following fields are optional:
- Job Title
- Org Level
- Hiring Manager Email Address
- Employment Type
- Pay Type
- Termination Disposition
- Termination Reason
- Personal Email
- Corporate Division
- Work Address
- Date of Birth
- Marital Status
- Education Level
- Undergraduate Institution
- Graduate Institution
- Home Address
- Candidate Source
- Interview Scores
In addition, please follow these rules:
- .csv must be the file’s format and extension.
- Field names for personal details must match the template field names.
- Your .csv file cannot have a password.
- The file header row (first row) can only contain text characters (do not use invisible control characters like Shift-In).
- Column names are used to identify the information -- make sure that the titles of your columns exactly match those in the .csv template. For example, Employee Email Address should be formatted “Employee Email Address”.
- Dates entries (for example, the Hire Date column) should match one of these formats: Mmm dd, yyyy, MMM DD YYYY, YYYY-MM-DD;
- The emails provided in the Employee Email Address column must be unique. Emails in the Manager Email Address column must be the valid email of an employee.
- Termination Type should be filled with one of the following: voluntary, involuntary
- Employees will be considered terminated when their records have an End Date or when the record is no longer available/not included in subsequent uploads.