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Bulk Deactivate Users

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by Dave Zinsman
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What this page is for:

Step-by-step instructions to bulk deactivate users.

*Looking for instructions on bulk adding users? Please view this article.

  
     

 

     
 

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  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. 

 

     
 

Accepted Date Formats for Deactivation Date:

  • mm/dd/yyyy
  • yyyy/mm/dd
  • dd/mm/yyyy
  
     

 

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.

 

     
 

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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