Importing historical data

you can upload historical data for current and terminated employees, including changes to departments, compensations, and titles you can view h istorical data from both the history page as well as in any other place in charthop that uses the date slider tool, such as the org chart and the data sheet types of historical employee data that can be tracked terminated employees compensation changes manager changes department changes title changes to upload multiple historical data categories at once for one or more employee(s), when uploading your spreadsheet, you must give each category its own tab when you import historical data to charthop, depending on the category above, it will only accept the import if the data is provided using the correct column headers you can use the examples below to learn about the required column headers for each category historical data examples the following section below provides templates you can use to upload historical data for employees in your charthop organization events that occur on unique dates should be reflected on new lines terminated employees template you can upload historical data for terminated employees to do so, you will need to add the employee's employment information including full name first manager during their hire date (start date) any manager and title changes during their tenure in the organization the end date of their employment in the example below, we have the employment history for john the software engineer work email date first name last name start date end date backfilljob manager email title johnw\@job com john wick 4/01/2021 manager1\@example com software engineer johnw @job com 01/01/2022 seniormanager\@example com senior software engineer johnw\@job com 2/28/2022 no line 1 john's new hire information is added including his work email (unique identifier), first and last name, start date of his employment, starting manager's email, and starting job title line 2 john receives a promotion and a manager change on the same day the date of the change was captured in the date field line 3 john's termination day is captured in the end date also no planned backfills for his position compensation changes template you can upload historical data for changes to employee's compensation over time to do this, add the employee's employment information including base salary hourly compensation (optional if hourly compensation is used by your org) the currency that was used any variable or base commission changes (reflecting annual amounts) work email date base hourly comp hours per week variable amount variable percent variable type currency evan\@job com 04/01/2021 100,000 10% bonus usd evan\@job com 01/01/2022 115,000 15% bonus usd sarah\@job com 11/19/2020 50 32 5,000 commission usd joy\@job com 01/01/2022 50 32 12% bonus eur line 1 evan's base compensation of $100,000 is captured on april 1st, 2021 alongside a compensation of 10% of his yearly income line 2 even receives a $15,000 yearly salary increase effective january 1st, 2022 alongside his bonus being increased by 5% line 3 sarah's pay is captured at $50 per hour while working 32 hours per week alongside a variable commission of $5000 line 4 joy's pay is captured at $50 per hour while working 32 hours per week alongside a bonus of 12% of her yearly income manager changes template you can upload historical data for changes to employee's managers over time to do this, you will need the dates of the changes, as well as the manager's emails work email date manager email larry\@job com 04/01/2021 pam\@example com larry\@job com 01/01/2022 roger\@example com line 1 larry was assigned a new manger on april 1st, 2021 line 2 larry was then later assigned a new manager on january 1st, 2022 department changes template you can upload historical data to reflect departmental changes for employees over time to do this, you will need the dates of the changes, as well as the names of the departments work email date department henry\@job com 04/01/2021 engineering ashley\@job com 01/01/2021 product ashley\@job com 06/01/2022 hr line 1 henry was assigned to the engineering department on april 1st, 2021 line 2 ashley was assigned to the product department on january 1st, 2021 line 3 later that year, ashley was reassigned to the hr department on june 1st, 2022 title changes template you can upload historical data to reflect the changes to an employee's titles over time to do this, you will need the dates of the changes, as well as the names of the titles work email date title ben\@job com 01/01/2022 senior engineer illen\@job com 06/11/2021 accountant illen\@job com 01/01/2022 senior accountant line 1 ben's title was engineer, but was then promoted to senior engineer on january 1st, 2022 line 2 illen's title was junior accountant was then promoted to accountant on january 1st, 2021 line 3 in the following year, illen was promoted to senior accountant