How to download your employee records from Gusto so you can upload them via CSV to Worksphere 

Please refer to the article 'Add Employees' for next steps once you've downloaded your CSV from Gusto

  1. You need to be a Gusto administrator to access these employee records

  2. Start by going to the Gusto reports dashboard:

  3. Select the 'Custom Report' tab 

  4. Select 'Employee Report'

  5. Select the columns needed for your employee CSV. We recommend the following fields:   
    • Employee First Name (pre-populated)
    • Employee Last Name (pre-populated)
    • Phone number
    • Email address
    • Manager
    • Department
    • You can select any other fields that you feel would be relevant (for example, "Job Title") and can add them in the "notes" column in the Worksphere CSV

  6. Select Filter 'Employed' and click Done

  7. Select 'Run Report'. Your report should download automatically. 

  8. Once you've downloaded your report, you will need to copy and paste the data into the Worksphere CSV template. You can download that template here:

  9. Once you've added the data from Gusto, update the following columns with additional info and seating assigment. You can find a complete list of your office locations, floors and zones in the Office Capacities Report (Reports > Office Capacities):
    • Manager email. Note: We recommend finding (Command-F) and replacing the downloaded manager name from Gusto with their email) 
    • Team
    • Office Location 
    • Floors
    • Zones
    • Seat ID
    • Seat Assignment (data in column should be Yes/No/Remote)

  10. Please refer to the article 'Add Employees' for next steps once your CSV is ready for upload.