Export steps
- 1Export people data or build a UTF-8 CSV report.
- 2Include employee number, name, email, phone, supervisor, org levels, location, job, and status.
- 3Include custom fields after standard attributes when your tenant uses them.
Recommended columns
Include as many of these fields as your export allows. HeyPulse can preserve additional columns as metadata for targeting and reporting.
Employee NumberFirst NameLast NameEmailPhoneSupervisorOrg LevelLocationJobStatus
Mapping notes
UKG org levels and custom fields become HeyPulse metadata for filtering and segmented dispatch.
If column names differ from the examples above, HeyPulse still lets admins review detected fields and manually map unusual headers before import.