Default fields
When adding people using spreadsheet filedrop, you will notice there’s a number of fields we already support on Conveya. Use the using the file uploader to populate your data onto your platform.
Default fields
- Personal - Input the most basic of information such as Names , Email, Unique learner number, Employee number etc.
- Contact - Store information about your employees for easy contacting straight from the Conveya platform.
- Demographic - Inputting these information opens up to the world of analytics by allowing admins and leaders in your organisation to filter dashboard data by age, gender, disability, ethnicity, Nationality. Perfect for tracking diversity and inclusion.
- Employment - Track and filter reports based on employment job title, department, business unit, branch, site etc.
Network - Simply upload a column with your leader’s email addresses, and Conveya will automatically recognise and assign these individuals as the leaders for the respective people in your system. In our system we have “Supervisor” and “managers” as default roles. You also have the choice to create up to 5 extra custom organisation roles.
Pro tip: When you're setting up your data, consider using default fields whenever possible. Data in default fields are automatically embedded within the platform and dashboards. This means you can filter, sort, and analyse your data effortlessly, right from your main workspace.
Custom fields
- Custom information - You can upload information specific to your needs with 10 customisable fields. Whether you want to keep track of unique attributes or need to store specialised data, these fields are your blank canvas.
Pro tip: If you’re also enrolling people into training at the same time as well as adding/updating people and information check out the article on Enroling people into training using filedrop.
Here are all the fields you can use to upload people.
Personal
| Title | Text |
| Pronoun | Text |
| First name (Mandatory) | Text |
| Last name (Mandatory) | Text |
| Email (Mandatory) | |
| Cohort | Text |
| Unique learner number (Mandatory if enrolling into a course) | Text |
| Employee Number | Text |
Contact
| Mobile phone | Text |
| Phone number | Text |
| Street Address | Text |
| City | Text |
| Region | Text |
| Postcode / Zip code | Text |
| Country | Text |
Demographic
| Date of birth | Date |
| Gender | Text |
| Disability | Text |
| Ethnicity | Text |
| Nationality | Text |
Employment
| Job title | Text |
| Employee start date | Date |
| Employee end date | Date |
| Contract type | Choose from Permanent, Fixed Term, Contractor, Apprentice, Graduate, Intern, Trainee, Not Recorded |
| Department | Text |
| Stream | Text |
| Business Unit | Text |
| Branch | Text |
| Site | Text |
| Division | Text |
Network
| (Supervisor Report Line) Supervisor Email Address | |
| (Manager 1 Report Line) Manager 1 Email Address | |
| Organisation Role 1 | |
| Organisation Role 2 | |
| Organisation Role 3 | |
| Organisation Role 4 | |
| Organisation Role 5 |
Custom
| Custom 001 | Text |
| Custom 002 | Text |
| Custom 003 | Text |
| Custom 004 | Text |
| Custom 005 | Text |
| Custom 006 | Text |
| Custom 007 | Text |
| Custom 008 | Text |
| Custom 009 | Text |
| Custom 010 | Text |
FAQ:
Q. Do you have an example of a spreadsheet I can upload people?
A. Absolutely! You can download it here
Q. Do you have an example of a spreadsheet I can upload people and enrol people into training?
A. For sure! You can download it here