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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.

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 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

Import changes into a scenario

To import changes into a scenario using a .csv upload:

  1. In your scenario, select the Actions ▼ dropdown menu.
  2. Select Import CSV. 
  3. Select the type of changes you are uploading. The following options are available:
    • Update People
    • Historical Data
    • Import Employee Roster
    • Hiring Plan
  4. Browse for and select your .csv file.
  5. Select Upload.

Packages: Basic | Standard | Premium



Roles: Recruiting editor | Owner | Technical owner



Updated 16 May 2023
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