Importing historical data
You can upload historical data for current and terminated employees, including changes to departments, compensations, and titles. You can view historical 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.
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.
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:
Senior software engineer
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.
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)
Hours Per Week
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.
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.
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.
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.
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.
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.
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.