Importing changes into a scenario

instead of manually making your proposed changes within the org chart or the data sheet tabs of your scenario, you can also import potential changes into your scenario using a csv upload https //docs charthop com/importing spreadsheet data you cannot import n ew people or create new groups or departments within a scenario those must first be added to your primary organization upload csv to scenario types of changes you can import to a scenario you can import the following types of data into your scenario type of data description requirements update people use this option when you’re updating specific data about people (for example, when you are reorganizing people and need to change their departments) the following column must be included in your csv name, email, or other employee identifier historical data use this option to update historical data within your charthop organization (for example, start dates) the following column must be included in your csv name, email, or other employee identifier employee r oster use this option to import an employee roster for existing employees pleas e note that you cannot add ne w people using this option new people must first be added to your primary organization the following columns must be included in your csv name title start date manager hiring plan use this option to upload your hiring plan (for example, new roles you will be proposing) the following columns must be included in your csv title start date manager import changes into a scenario to import changes into a scenario using a csv upload in your scenario, select the actions ▼ dropdown menu select import csv select the type of changes you are uploading the following options are available update people historical data import employee roster hiring plan browse for and select your csv file select upload https //www charthop com/pricing/ basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement https //docs charthop com/user roles and permissions recruiting editor | owner | technical owner