The fields used to establish the chart hierarchy must use the following field names: “Person ID” and “Supervisor ID”.
Person ID is a unique identifier for each employee.
Supervisor ID identifies the Person ID for an employee’s supervisor.
Users can import ten additional fields. Some examples are shown below in the table below. You’re not required to use the suggested field names shown; however, the prebuilt Views (Employee Directory, Org Chart + Department, etc.) use the suggested field names. If you change the field names in your employee data file, then you will be required to edit the Views so that the fields display properly.
To edit a View(s) click the Gear icon located in the upper left to navigate to the Administration section. Click the Views button.
|The complete employee name.
|Employee job title.
|Example: Marketing, sales, operations etc…
|Work phone number.
|Work Phone Extension
|Work phone number extension.
|Mobile phone number.
|This can be a label (New York), or label with URL
Employee data file: New York: http://…
Employee box within the chart: New York
|Unique email address for an employee.
|An indicator that identifies the employee as an administrative assistant. Y = yes, N = no
|Employee photo. Example: Jane_Adams.jpg
|Use this field to identify employees that report to multiple managers (matrix manager). Insert the Person ID for each manager separated by a semi-colon: xyz123;abc567