This article is created for both new and existing Qualee users
As Qualee is not designed as a system of record, we only require a minimum amount of information from our clients. This includes information which we use in order to create an account, create segments for content distribution and reporting.
We also like to keep the Qualee experience neat, simple and not overwhelming for our clients and your employees.
Whether you are creating employees manually or in bulk via a CSV template, below is a full guide on the required and optional employee record fields
Field name | Required: Yes / No | Purpose/Required function |
Name and Surname | Yes | Identification |
Date of Birth | Yes | Report Segmentation and Birthdays notification |
Email Address | Yes | Account creation/login |
Start Date | Yes | Journey step release triggers and Work anniversaries notification |
Content Profile | Yes | Content Distribution / Access Control |
Job Title | Yes | Identification |
Employment Type | Yes | Identification |
Gender | Yes | Content Distribution / Reports |
Department | Yes | Content Distribution / Reports |
Location | Yes | Content Distribution / Reports |
Team | No | Content Distribution / Reports |
Manager | No | Notification / Management / Task Delegation |
Secondary Manager | No | Notification / Management / Task Delegation |
National ID | No | Identification |
Race | No | Identification |
Employee ID | No | Identification |
Phone number | No | Identification |
Journey | No | Pre-assign Journey |
Action | No | Pre-assign Action Sequences |
App Status | Yes | Manage Record/App Activation |