What you'll need:
- BetterWorks admin rights.
- Spreadsheet software such as Microsoft Excel or Google Sheets.
- A text editor such as TextEdit (Mac) or Notepad (PC).
- CSV template download at the bottom of this article.
Create User CSV File
1) Note required columns for the User CSV file.
| Column | Description | Required or Optional |
| Email address of the employee. Must be a company domain Ex. user@company.com |
Required | |
| first_name | First name of the employee | Required |
| last_name | Last name of the employee | Required |
| employee_id | Unique employee identifier if used by your organization | Optional |
| deactivation_date | The date an employee has left your organization | Required |
2) Ensure your CSV contains the required columns, and "deactivation date" fields entered for those users to be deleted.
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Accepted Date Formats for Deactivation Date:
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3) Save CSV file and open it in a text editor.
4) Inspect for superfluous commas (for example: ",,,,,").
5) Remove superfluous commas from CSV file.
6) Save CSV file.
Upload Users CSV File
1) Login as an Admin.
2) Navigate to Admin > Department and User CSV
3) Upload User CSV file.
4) Save.
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Problems? Make sure there are no superfluous commas in the CSV file. Determine this by opening the file in a text editor such as TextEdit (Mac) or Notepad (PC). |
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