Using Team Member Profile Information in HiThrive

Team member profile information in HiThrive can be used to automate celebrations, filter and segment team members for reporting, set permissions, or allocate budgets.

You can add or update profile information in three ways:

  1. Via integration with Slack, Microsoft Teams, or an HRIS platform.
  2. Via CSV upload (see the CSV template for formatting).
  3. By manually editing a team member’s profile.

Uploading User Information via CSV Import

Follow these steps to upload team member information using a CSV file:

  1. Format your CSV file: Refer to the CSV template for the correct fields and formatting.
  2. Access the Users tab: Navigate to the Users tab in the HiThrive admin portal.
  3. Select "Import Users Manually": Upload your CSV file.
  4. Map your fields:
    • Match each of your fields with a HiThrive field. Note – email is required.
    • Fields not available for mapping are considered "custom fields."
    • To add custom fields, navigate to the Settings tab, scroll down to the User Settings section, select Add a field, input the field name, and click Save. Refresh your tab to ensure the new fields are available for mapping.
  5. Add users to the "Active Users" segment:
    • The "Active Users" segment determines which team members are active in the HiThrive platform.
    • You can add users to this segment during the upload or manually update it later.
  6. Complete the import: Review your information and finalize the import.