Employee Custom Attributes help you to organize employees in Millie using data points that are meaningful to your organization—such as department, office location, region, country, business unit, cost center, or employee level.

Once configured, Custom Attributes can be used to create group-specific matching programs and unlock more powerful reporting and analytics throughout the platform.

✨ What Are Custom Attributes?

Custom Attributes are additional fields attached to employee records that allow you to categorize and group employees in ways that make sense for your organization.

Common Examples

• 🌎 Region
• 🏢 Office Location
• 🌍 Country
• 👥 Department
• 💼 Business Unit
• 💰 Cost Center / Billing Code
• 🎯 Employee Level

We recommend creating attributes around information you may want to:

• Group employees by
• Create different matching programs for
• Filter reports by
• Analyze impact trends across

👀 What Do Custom Attributes Look Like?

Employee attributes appear directly on employee profiles.

Example:

✅ What Can Custom Attributes Be Used For?

💸 Group-Specific Matching Programs

Custom Attributes can power Custom Match Groups, allowing different employee populations to receive different matching benefits.

Examples:

• Executives receive a $5,000 annual match cap while all other employees receive $1,000
• U.S. employees receive a different match ratio than employees in Canada
• Different business units receive different matching policies

Example configuration:

📊 Reporting & Analytics

Custom Attributes can be used as filters throughout Millie's reporting experience.

This allows administrators to analyze:

• Giving participation
• Volunteer participation
• Company impact
• Match utilization
• Campaign performance

...across employee groups like:

• Region
• Department
• Country
• Office Location
• Business Unit

🚀 Getting Started

Custom Attributes must first be enabled for your organization.

To get started, contact:

📧 Your Customer Success Manager

or

📧 team@milliegiving.com

Your Millie team will help configure your initial attributes and walk you through setup.

📁 Initial Setup Requirements

To create your first Custom Attributes, send your CSM a CSV containing:

1. First Name
2. Last Name
3. Email Address
4. Custom Attribute(s)

Example

🤝 What Your CSM Will Do

Once your CSV is received, your CSM will:

• Create your custom attributes
• Configure initial attribute options
• Import your data
• Validate the setup
• Help with future attribute creation as your program evolves

⚙️ Managing Custom Attributes

Once Custom Attributes have been created, there are two ways to maintain them.

Option 1: Update Individual Employees

For one-off changes:

1. Navigate to Employees
2. Open the employee record
3. Click Edit
4. Update the Custom Attribute values
5. Save

Perfect for employee transfers, promotions, or individual corrections.

Option 2: Bulk Update via CSV

For larger updates, upload a CSV containing:

• First Name
• Last Name
• Email Address
• Any Custom Attribute columns you want updated

This is the recommended approach for organizations making frequent employee changes.

🔄 Recommended Maintenance Cadence

Employee data changes over time.

To keep reporting and matching programs accurate, we recommend establishing a regular update schedule.

Most organizations choose:

📅 Monthly updates

or

📅 Quarterly updates

If you'd like help maintaining employee data, your Customer Success Manager is happy to assist.

🛠️ Creating New Attributes & Managing Options

After Custom Attributes have been enabled, administrators can manage them directly in Millie.

Navigate to:

Settings → Custom Attributes

From here, you can:

➕ Create New Attributes

Examples:

• Country
• Region
• Cost Center
• Employee Level

✏️ Edit Existing Attributes

Update names, configuration settings, or employee selection options.

➕ Add New Attribute Options

For example, if you already have a Department attribute and hire a new department, simply add the new option instead of creating a new attribute.

Examples:

Department

• Finance
• Marketing
• Engineering
• Customer Success
• Operations

💡 Best Practices

When creating Custom Attributes, focus on information that helps you:

💸 Manage Matching Programs

Examples:

• Country
• Employee Level
• Department
• Business Unit

📊 Improve Reporting

Examples:

• Region
• Office Location
• Cost Center
• Team

🏢 Understand Impact Across Your Organization

Examples:

• Country
• Office
• Function
• Division

The best Custom Attributes are usually the ones that help answer questions like:

• Which offices are participating most?
• Which regions are using the match program?
• How much impact are different departments creating?
• Do different employee populations need different matching policies?

Need Help?

📧 Reach out to your Customer Success Manager

or

📧 team@milliegiving.com

We're happy to help create new attributes, update existing ones, or build a maintenance process that works for your team. 💜