There are two ways to create and update your employees in Retainify. We recommend you manually create and update your employees when you are trying to update/create one employee. If you need to create or update more than one employee, then we recommend you to update/create employees through a file import.
How to create new or update employees:
Downloading and updating the employee data CSV file.
Click on Employees located in the left panel.
Export and save a copy of your current employee list by clicking on Export for backup.
Click on Download.
Click on Close.
Your employee list is downloaded in a CSV format. You can update your employee data in the CSV file. For example, you might want to add new employees or edit existing employees. Once you are done updating the CSV file, click save.
When updating the CSV file, please be aware of the following:
ACTIVE | TRUE / FALSE |
AREA | Text |
CITY | Text |
COMPANY | Text |
COUNTRY | Text |
DATE_OF_BIRTH | Date Format: 2021-03-29 |
DELETE | TRUE / FALSE |
DEPARTMENT | Text |
DIVISION | Text |
EMPLOYEE_ID | Text |
EMPLOYEE_TYPE | Text |
FIRST_NAME | Text |
GENDER | All lower case: f / m/ o |
HIRE_DATE | Date Format: 2021-03-29 |
JOB_TITLE | Text |
LAST_NAME | Text |
LOCATION | LOCATION ID: Numerica only |
LOCATION_NAME | Text |
MANAGERS_EMPLOYEE_ID | EMPLOYEE_ID |
MIDDLE_NAME | Text |
ORIGINAL_HIRE_DATE | Date Format: 2021-03-29 |
PERSONAL_EMAIL | Text |
PHONE_NUMBER | Text |
POSITION_TYPE | Text |
RETAINIFY_ID_DO_NOT_CHANGE | DO NOT EDIT |
SALARY | Text |
TEAM | Text |
TERMINATION_DATE | Date Format: 2021-03-29 |
TERMINATION_REASON | Text |
WORK_EMAIL | Text |
Importing the updated employee data CSV file.
Click on Import.
A pop-up displays “Before you import, please make sure you… 1. Export and save a copy of the employee file for backup. 2. Use the employee export file as the template to update employee data. Once you have imported the employee data file, you cannot undo this change!”
Click on Upload.
Select the employee file that you would like to import. Click Open.
Remember to save your google sheets or excel in a CSV format.
Import pop-up displays with File Selected and Upload Status.
Click Close.
Your employees are updated in Retainify.