Import Members using Bamboo HR
Your company uses Bamboo HR? These are the steps you need to follow to import the member's list:
STEP 1 - DOWNLOAD THE CSV FILE
Log in Bamboo HR. Click on the Reports menu, and then click in Add Report.
The Report name isn't relevant. Select the fields First Name, Last Name, Work Email and Department. The selected fields are displayed in the column on the right side.
Sometimes the field Last Name, First Name is already selected, by default, so make sure you delete it.
Scroll over the Work Email field and click on the settings icon.
A pop-up menu will show, and all you need to write Email in the Column Name.
Scroll down the page and click the Save button.
You have created the file. To download it as a CSV file, click on the button More that appears in the top corner on the right, and select CSV. The download will start automatically.
After download, DO NOT OPEN/EDIT WITH EXCEL.
If you experience encoding problems or missing headers when in the Wellbeing Warrior, it most likely means the file was messed up after downloading and became an invalid CSV.
Excel as the tendency to not load CSVs properly. For using excel you need to use the import/export options with the correct settings. Otherwise, we will end up merging all columns into a single one and messing up the encoding of the file.
Summary: You should upload the file exactly as downloaded from Bamboo HR.
STEP 2 - UPLOAD IT TO THE WELLBEING WARRIOR
Log in at www.wellbeing-warrior.com.
On the Administration area click on Members and then Import Members.
Here you choose the file you just downloaded.
[Optional] Enforce an email domain like "@YOU_ORGANIZATION.com". This will ignore emails from other domains like firstname.lastname@example.org (helpful when you have freelancers or external people with no company email and you want to exclude them already from the Wellbeing Warrior).
STEP 3 - CONFIRM AND PERFORM THE IMPORT
If everything went ok until here, you will find your upload at the end of the page.
If it still says processing or regenerating differences, just refresh the page.
Eventually, you will be able to see and press VIEW DIFFERENCE.
At this point the file was not yet imported, but you can check exactly what will happen when it does.
If everything looks fine click on PERFORM IMPORT.
(In this example, the only change since the last import is that email@example.com is in a different department)
If you have any questions, or if something went wrong, please contact us!