Upload your HRIS Data into Teamgage

Upload your HRIS Data into Teamgage

Who Is This For?

Organisations with 200+ employees.

Overview

For larger organisations, the simplest way to keep Teamgage up to date is to upload your HRIS export directly into the platform. We’ll apply custom rules tailored to your organisation to generate the structure you need and make future imports seamless.

Steps

  1. Export your HRIS data and confirm the required fields (below) are included
  2. Upload the file securely via the Teamgage portal (we don't accept data file over email)
  3. Our Support Team will apply your custom rules, and upload your data once finalised and confirmed once live

Required Fields

Your HRIS export must include the following:
  1. First Name
  2. Last Name
  3. Email Address
  4. Team Name
    1. A link to their manager (i.e. manager's email address or position number)
      1. OR
    2. Department/Work Group/Division

Optional Fields

Including these fields allow for richer demographic analysis:
  1. Gender
  2. Location
  3. Age or Generation
  4. Role Type
  5. Employment Type

What Happens Next?

  1. Our team will set up rules to transform your data into the correct format for all future uploads
  2. We can provide an Import Preview for you to review team structures prior to uploading your data. Simply let us know at the time of upload if you’d like a preview
  3. Once everything is confirmed, we’ll complete the setup and ensure your hierarchy is ready to go
Info
If your organisation has less than 200 employees, we suggest using this approach - Using our Template to Build Your Organisation in Teamgage