Once you have decided on the employee tags and the best approach to capturing that information (see article: How does Dialogue collect employee tag information?), prepare the following and send it to dialoguesupport@perceptyx.com at least 5 business days prior to the launch of your Dialogue pulse.
If you have decided to upload employee tag information to Dialogue, please prepare an employee file with the following information: Email, Unique ID*, First Name, Last Name, Employee Tag Label 1, Employee Tag Label 2, Employee Tag Label n, Manager Email, Manager Unique ID*, Manager First Name, Manager Last Name.
Unique ID is usually the Employee ID.
This should be a static value that does not change for that employee.
Even if it is numeric, it should be formatted as a Text field. This will preserve any leading “0”s.
The first row of your data file is your column headers. This is followed by one row of data per employee.
Please provide this data in a single Comma Separated text file or Excel file. The file provided should contain no linkages to other source files.
Complete these data checks:
No duplicate email addresses or unique IDs
Email addresses are well-formed (e.g. no spaces)
No missing data from any columns
Check demographic values for “duplicates” and normalize (e.g. San Francisco vs. SAN FRANCISCO vs. SF)
If you have decided to use the self-select drop-down option, please prepare a list of Employee Tags and associated tag values, including the desired order you would like the tag values to be displayed.
Complete these data checks:
No duplicate demographic values
Check demographic values for “duplicates” and normalize (e.g. San Francisco vs. SAN FRANCISCO vs. SF)