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Setting up Employee data to form a valid Hierarchy


Once your account has been set up to activate the Hierarchies feature, you'll need to ensure that your organisation's data forms a valid hierarchy.

Every employee except for the person at the top of the hierarchy (e.g. your CEO) must be assigned a manager via this manager identifier, such as Manager ID or Manager Email. This identifier must correspond with an employee in the Culture Amp platform. 

For example if you’ve chosen ‘Manager Email’ as your identifier, make sure: 

  1. ‘Manager Email’ demographic is marked with ‘Employee Hierarchy’ sign on the Account Demographics > Hierarchy Type tab. If it is not, contact support via  support@cultureamp.com and they will help you with activating this option and designating a demographic for building hierarchies.
  2. Your data has a ‘Manager Email’ column
  3. Each person in your organisation has a manager assigned in this column, except for one person who will be at the top of the hierarchy
  4. Every Manager Email in this column matches up with an employee in your data 

 

Selecting a unique identifiers for managers

If you have unique numbers or IDs for every employee, we recommend using these as your identifier by creating a demographic called Manager ID and populating it with the relevant Employee IDs of your managers.

If you do not currently have Employee IDs, you can alternatively use Manager Emails. This can create issues as some employees have multiple emails, or change emails over time, so an ID number is preferred. 

The demographic you select as your manager identifier must be unique to every manager. Because two managers can have the same first and last names within an organisation, you cannot use Manager Name as an identifier.

TIP: We’ve provided some guidance on translating Manager Names into Manager Emails here 

 

Hierarchy validations

When Hierarchies are activated, Hierarchy validations are turned on for your account.

When you import data, it'll be checked to see if it forms a valid hierarchy. If you cannot build a valid hierarchy, the import will be blocked and you won’t be able to proceed. You can review your import in the Review Wizard to see the changes you might need to make. Then, you’ll need to fix your data so it builds a valid hierarchy, and then re-attempt the import.

TIP: These additional validations are run only when the Hierarchies feature is activated for a demographic. You can find a full summary of potential hierarchy errors here

There’s more information about the general data import process here.

 

Manually adding and editing users

We are currently improving the way we handle organisational hierarchies. While this work is ongoing, we have temporarily blocked the ability for some customers to manually add or edit individual users.

If you have a hierarchy enabled, you will no longer be able to add employees via the ‘Add user’ button. You will also see the following message when attempting to edit an individual employee:

Manually_adding_or_editing_users.png

This is a temporary measure to prevent changes that will break your hierarchy and your ability to use manager-based functionality such as report sharing. We are working on an improved experience that will allow you to add or edit employee data without creating hierarchy problems.

If you want to update employee data for just a few users, you can add or edit employees by clicking ‘Import users’ and selecting ‘Partial import’. You will then be guided through the process of validating your employee data and hierarchy. 



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