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. Learn more.﻿
You cannot import new people or create new groups or departments within a scenario. Those must first be added to your primary organization.
  
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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 Roster﻿
Use this option to import an employee roster for existing employees. 
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Please note that you cannot add new 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.
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﻿Roles: Recruiting editor | Owner | Technical owner
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Updated 04 Oct 2023

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TABLE OF CONTENTS

Types of changes you can import to a scenario

Import changes into a 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 Roster	Use this option to import an employee roster for existing employees. Please note that you cannot add new 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