Importing backfills and internal transfers

when importing people and jobs via spreadsheet, charthop gives you control over how backfills are created and linked this page covers the two backfill import columns, charthop's data model for overlapping roles, and the recommended workflow charthop's data model for overlapping roles charthop does not support two people in the same job simultaneously when an employee is leaving and a replacement is onboarding, these are always two separate jobs — they may share a title, but they are distinct records if your source system uses a position id, two jobs may temporarily share the same id during an overlap charthop cannot resolve which person belongs where based on position id alone — use work email as the unique matching identifier instead the two backfill columns backfilljob — suppress automatic backfill creation uploading a departure or termination automatically creates a backfill job by default to prevent this, set backfilljob to no backfill — link a person as the backfill for a departing employee set backfill to the work email of the departing employee to link the incoming person's job as their backfill this carries over work history and connects the two jobs the job must already exist before you assign someone to it create it first — manually or in a prior import row — then set backfill on the incoming person's row recommended workflow ensure the open job exists omit backfilljob (or set it to yes ) when uploading the departure to auto create the backfill job import the incoming person with backfill set to the departing employee's work email workemail firstname lastname title startdate backfill jane new\@co com mailto\ jane new\@co com jane new senior engineer 7/1/2025 john smith\@co com mailto\ john smith\@co com position id matching position id alone cannot resolve job assignment during an overlap period work email is unique per person and is the recommended matching field if both employees are already placed in their jobs, work email matching routes data correctly with no manual intervention if neither is placed yet, manual setup will be needed modules hris | engagement | goals | performance | compensation reviews | headcount planning