"One of the main things you need to do when setting up your Sift account is to upload your people data. This will allow you to see who is in your organization, who they report to, and also will allow you to invite them to the platform so that they can begin to fill out their profiles. Now there are a few ways you can get your information into the system. If your company utilizes Azure Active Directory for Microsoft, now known as Entra ID, you can simply have an administrator that has the proper rights and access to that system, authorize a connection to the platform, and Sift will automatically check for changes once an hour and bring them in.

This is the easiest method and is recommended if you are able to go this route. We also integrate with Google Workspace that acts very similar to the Azure AD /Entra import. Administrative access to Google Workspace is required for this as well. Another option is uploading via a CSV file that you can either manually keep up to date with information and upload as needed, or, if permitting, you can work with your HRIS vendor to set up a scheduled job that will extract the data out from their system into that CSV file, and then drop it into what is known as an SFTP folder, to automate the process.

Once Sift sees this file come in, we will automatically process it and update the necessary changes so that all you have to do is sit back, relax, and let the automation do the work for you. We additionally support direct integrations with Okta, UKG, and LDAP that require a bit of additional setup. If you use one of these source types, we kindly ask that you reach out to our support team. For this particular video, we will be going through the manual upload prompt using a CSV file.

If you need to sample CSV file showing examples of how this file can be set up, similar to this one here, Please reach out and we will be happy to send something over. Now this is just to give you an idea of what kind of data can be brought in. If you're generating a file from your HR area, system, we highly suggest that you use the attribute names in that system that are exported instead of what you see here in the sample, so that way, you don't have to make any additional manual changes to the file prior to uploading it.

To begin the process, of uploading your people data into Sift, you'll want to log in to your admin panel and go to the people data section on the left hand side. And from here, we're gonna use upload a CSV and create a new directory. Next up, you'll wanna give the directory a name, and this can be whatever you wanna call it. And it can always be changed at a later date and time, but this is just a way for you to know who is in this particular directory.

So if you have just one directory with all of your employees, you can call all employees, but say you have a directory with all of your full time employees, but then you also wanna have one for contracted employees just to keep them separate. You can have a second directory as well for your contracted employees. So once we give it a name, I'll go ahead and click next, and it's gonna ask us to upload our prepared CSV file. Now, before you go ahead and do that, make sure you read this section here in yellow. It is required to have a separate first name, last name, and an email address in order to create the record within the system.

There's also a field called primary key, which is a unique identifier that each person has so it knows where to write the data. This is just in case you happen to have two people with the same name. John Smith, for example, it knows which John Smith to write the data to. Typically, we suggest using an employee ID number if you happen to have it. If you don't, the email address can be used in its place. So next, we're gonna click on this area here, which will allow us to browse out to a prepared file on our machine that has our people on it. In this case, we're gonna use the Sift demo directory that we have.

And once you click on map your data, it's gonna take you into the screen where you ahead and set the attributes from your file to where they should match within Sift. Now as it states here before you map, what we will do is we'll take a look at the source file and try to suggest some mappings for you to help you get started, so that way you're not going to have to map each individual one separately. Now, as you can see, some of our attributes have already been mapped for us. In this case, we're using the ID field from the CSV as our primary key.

And again, as I previous stated, if you happen to have the employee ID number, we highly suggest using that as always going to be a unique value that will never change. If you don't happen to have that, their email address can work just fine. So you would just hit the drop down and choose email in its place. So the next step that we can do, which is completely optional, but we highly recommend doing it, is to build out your org chart so that you can see the hierarchy and structures within your Now to do this, you need to have two unique values. One for your supervisor and one for your employee.

The example we show here uses the supervisor's email to map the employee's email. So we'll go ahead and set that right now. So if we click on this box, we can either scroll and find team leader email, or we can start typing it if we wanna find quicker that way. So we're gonna use the team leader email field, and we're gonna go ahead and map it to the employee email field. So we can see here that we have a couple bits of preview data that shows that this mapping is set. Now as I stated, we do need to have a valid first name, last name, and an email address. And we've already went ahead and mapped those fields for you.

So just make sure that they are correct before proceeding forward. If you happen to have additional values that you want to have mapped from your CSV into Sift, you'll go ahead and set them here as well. Anniversary date, we can go ahead and set as hire date, which is what we call it in our system. And we wanna change the company name and set that. And if we wanna have their phone number, we can do that as well. So now that everything is set and ready to go, we can go ahead and click on this save mappings button.

This will go ahead and lock everything in and give us a prompt to go ahead and initialize the sync. So we'll go ahead and do that and this should only take a couple of minutes for your data to load into the system. And as you can see, that job is currently running. Alright. Now that our job has finished, we can see that it brought in 1,002 records from our CSV file and the job completed successfully. And as you can see from the sync log, we did in fact create 1,002 new profiles. If you were just updating your existing directory with new employee hires, this number would change to show the new number of employees that were entered. So say you added five new people, this would say five here.

If you updated a handful of profiles to show job title changes or phone number updates, we would see this number change here. Anybody removed from the file would show here. Anybody was re added back that had once been removed, which show here. And if you happen to see a number here for the primary key email collisions, that just means that it saw a duplicate of either the primary key or the email address used in the system. So what you'll wanna do is go back into your CSV file Find those duplicates and correct them and then re upload the file.

Now that your file has been uploaded in people have been loaded into Sift, you can click on this return to Sift button at the top left to go back into your instance and make sure everything is appearing properly. You can do so by individually looking someone up using the search bar, or you can click on directory to see a list of everybody that was loaded into your system. To view the org chart, you can click on the org chart button on the top bar, and this will take you into the org chart. You can also access the org chart by going back to the directory and clicking on the org button next to someone's name, and this will take you directly to their card and show you who they report to.

And that's it. You've now successfully loaded in your people data via a CSV file and are ready to use Sift. Moving forward, any changes that need to be made, whether it is to add new employees, remove someone no longer within your organization, or to make changes to an existing user must be done by updating your existing using CSV file and then overwriting the current directory that you just created. You do not wanna delete the directory and start with a new one. As in doing so, will cause the users who have been invited and began filling out their profiles to lose access, and they will need to be added again and any info that they end entered into the system such as their interests, skills, and so forth will need to be filled out again as well. And if you have any questions, feel free to reach out and we'll always be here to help. Happy Sifting.