HRIS / HCM Data
Worklytics supports importing Human Resource Information System (HRIS) data from CSV files to our platform. This data defines basic information about your personnel: join/leave date, manager, and potentially organizational structure (eg, dept, role, team, etc). We require this data to be provided in columns as specified below.
Each data row in the CSV will be a point-in-time snapshot of the HRIS record for an employee, as the employee appeared in your HRIS on the SNAPSHOT
date. This effective time for the snapshot is provided either as the value of the SNAPSHOT
column (preferred), or as a suffix (YYYYMMDD
) of the filename immediately prior to the file extension (eg, employee_snapshot_YYYYMMDD.csv
).
If a SNAPSHOT
field value is provided, it will take precedence over the value parsed from the filename suffix. You MAY provide snapshots for multiple dates in a single file, but in such case you MUST provide a SNAPSHOT
value for each row.
We recommend snapshots be generated WEEKLY, and that you initially provide one snapshot per week for the period of which you intend to analyze data. Eg, if it's currently June 2024, and you want analysis back to begining of the year, you'd send roughly 24 weeks worth of snapshots. It is simplest to split that into one file per week, even if you're providing the SNAPSHOT
column.
Snapshots should include all active employees and all terminated employees, unless the latter were terminated before the earliest snapshot date you're providing (eg, the start of the period for analysis).
Individual employees can be excluded from processing by providing a WORKLYTICS_SAMPLE
column with a value of false
for employees to be excluded.
Suggested filename: employee_snapshot_YYYYMMDD.csv
(1): If you include MANAGER_EMAIL
and are using the pseudonymization proxy, ensure you modify the rules to pseudonymize it.
(2): We use IANA time zones. See https://github.com/eggert/tz/blob/master/zone1970.tab
Example snapshots
Given this employee information
Karen joined the company on 2021-06-15 as Senior Sales Rep. She's based in London, UK.
Jaime joined the company on 2022-10-05 as Junior Sales Rep. He's based in London, UK. Karen is his manager. Role
Alice joined the company on 2022-10-05 as Junior Sales Rep. She's based in Madrid, Spain. Karen is her manager.
Alice left the company on 2022-10-20.
All work in Sales TEAM
Here's an example of weekly snapshots during October, generated on Mondays, using ISO date format.
File: employee_snapshot_20221003.csv
Only Karen was in the company that week
File: employee_snapshot_20221010.csv
Notes: Jaime and Alice are new in the system, included in the files
File: employee_snapshot_20221017.csv
Notes: no changes
File: employee_snapshot_20221024.csv
Notes: Alice quits. The system will automatically bind Alice's data to her work stint.
Configuring Connection in Worklytics
Log in to Worklytics (your user needs the Data Connection Admin role).
Select the appropriate connector depending on your needs:
HRIS Data Import connector: processes the data input directly
HRIS Data Import via Psoxy connector: performs pseudonymization of the data input before processing it
Whichever connector you've chosen, follow the instructions to complete the connection:
Select the Parser setting:
EMPLOYEE_SNAPSHOT
Select the Date format setting:
US
orISO
, matching your HRIS export date format.
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