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Import HR Data

Jeli Part of PagerDuty

Using data from your HR system, Jeli can display the team, role, and home timezone of each person involved in an incident’s response. Understanding who participated in incidents is crucial to investigating the full social, as well as technical, context of an event.

Today, Jeli Admins can import HR data easily to Jeli from a CSV file.

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Manual CSV Uploads

At this time uploading HR data is a manual process which is completed by uploading a CSV file. We are working on solutions to automate this process soon.

There is an upload limit of 10MB file at a time. If your CSV is larger than 10MB, we recommend splitting it into smaller files and uploading one at a time. Additional HR files can be uploaded at any time.

When uploading HR data, new users will be added and existing user data will be updated with any newly included information. If an existing user is not included in a new upload, their data will remain. This is to prevent the loss of any prior information about employees who have left but participated in previous events.

Upload HR data

  1. Navigate to Settings Integrations HR Data Connect HR Data.
  2. Prepare a CSV file for import. Please include the following column headers in your CSV upload (the headers are case-sensitive):
    1. name
    2. email
    3. location
    4. title
    5. team
    6. manager
    7. startDate
  3. Click or drag your CSV file into the upload box in Jeli. You will then have updated HR data in Jeli to help with post-incident analysis.

Here is an example of the columns and format we recommend having in your spreadsheet for your CSV file:

Understanding User data in Jeli

With Jeli, you can learn a lot about the people in your organization and how that information relates to your organization's incident experiences. To give a more holistic view, Jeli imports user-level data in a few ways:

  • When users log into Jeli
  • When organizations upload HR Workday data (Role, Tenure, Location)
  • When Jeli imports Slack users
  • When Jeli imports PagerDuty users (On-call information)

For people that are no longer active at your organization, Jeli gives you the option to hide or not display deactivated users.

FAQs

Having a lot of users in your Jeli instance reflects that you have a lot of people who could potentially be involved in your incidents. Here are some commonly asked questions regarding people data in Jeli.

How does Jeli handle people leaving my company?

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User data remains in Jeli so that accurate data from past incidents is captured.

How does Jeli handle name changes for users already in Jeli?

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If your name changes but your email is unchanged, we will update the name of your user. If your email changes, the new email will show as a second user.

Why are there so many people in my Jeli account under the People tab, and how can I remove them?

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Here are some of the reasons people are included within the People tab that you may have not expected:

  • Recent HR data uploaded into Jeli
  • All users in your Slack workspace (including Guest accounts)
  • Shared Slack workspace users
  • Users in your PagerDuty instance

Updated about 18 hours ago