How is the information I upload used around department, location, and sub-company?

The fields department, location, and subcompany in the management portal (members tab) are entirely optional and not required when uploading your member list.

At a minimum, we only need a list of unique IDs, such as email addresses or employee IDs, to create and manage member access. The additional fields are available for optional segmentation, which may be useful in rare cases where there is a reporting or invoicing requirement to distinguish between groups.

Clearhead only uses segmentation information (e.g., department or location) when:

• It has been explicitly discussed and agreed upon in our contract, such as with some large organisations that require it.
• The group being identified is 30 people or more, to ensure anonymity and confidentiality are preserved.
  
  

If your organisation has not discussed segmentation needs with us, you are free to ignore these fields during upload of eligible members.