Spreadsheet import examples

this topic provides examples and tips to help you use the charthop spreadsheet uploader these include adding a job that reports to an open job, working with pto updates, adding terminations, and more uploading a person or job that reports to an open job you can upload a person or job that reports to an open job to do so, add a column for manager\ req , and in it, enter the requisition code for the open job by doing this, you tell charthop that the manager for the job or person corresponds to a requisition code for an open job the example in the following table creates two jobs a customer success manager and a director of customer success, both starting on the same day the customer success manager reports to the director of customer success job title req start date manager manager\ req date customer success manager job 123 8/1/2022 job 234 6/1/2022 director, customer success job 234 8/1/2022 jane doe\@charthop com 6/1/2022 uploading p to changes you can update paid time off for your people by uploading a spreadsheet to charthop in the following example, two people have requested time off and one request is still pending work email timeoffstartdate timeoffenddate timeoffdays timeoffapproval timeoffid jane smith\@charthop com 6/1/2022 6/6/2022 5 approved 734 john johnson\@charthop com 6/15/2022 6/19/2022 5 pending 543 required and o ption al colu mns the following table describes required and optional columns for pto uploads column description example work email left most column; identifies the person whose time off is being entered john\@charthop com timeoffstartdate start date for the time off; required 6/1/2022 timeoffenddate end date for the time off; required 6/15/2022 timeoffapproval whether the time off was approved; optional has the following options approved time off was approved default option pending time off is pending cancelled time off was cancelled rejected time off was rejected approved timeoffdays number of days requested; required 5 timeoffhours number of hours requested; optional 40 timeoffid unique identifier for each time off request charthop recommends including this field since any subsequent pto updates should include it as the left most identifying column 734 timeofftype type of time off; optional pto timeoffnote alphanumeric note about the time off; optional i need to take my son to the doctor uploading a person who is no longer employed you can create a picture of your historical org by uploading people who are no longer employed to do so, add an end date column to the person’s information if you want to avoid creating an automatic backfill, also add a backfilljob column with a value of no use the backfill column with departures for which you don't want to create a backfill, but not for hiring plans and new positions to change the departure type, add a depart column with a value of involuntary this value defaults to voluntary if not provided the following table contains an example work email first name last name job title manager start date end date backfilljob depart john smith\@charthop com john smith engineer fred jones\@charthop com 1/1/2022 6/1/2022 no involuntary uploading a person’s job history you can upload a person’s job history via spreadsheet as long as the person has already been created in charthop, you only need to include columns for information that has changed in the following example, a person has been promoted note that the date column reflects the start date of each position work email job title manager base variable percent band date john smith\@charthop com senior engineer john doe\@charthop com $120,000 20% l3 1/1/2022 john smith\@charthop com manager, engineering fred smith\@example com $150,000 30% l4 6/1/2022 uploading departures or terminations when you want to update charthop to reflect a termination or departure, you can upload a spreadsheet that contains the change note that ending a job will automatically create a backfill unless you add a backfilljob column with a value of no see the following table for an example of an involuntary departure with no backfill work email end date depart reason backfilljob example\@charthop com 5/1/2022 involuntary performance no uploading promotion title or compensation change when you want charthop to reflect a promotion for an employee, you can upload a spreadsheet that contains the change note that a promotion must be associated with either a title change or base change the value in the date column will be the effective date of the change and will be reflected in the last promotion field to note a title or base change as a promotion, include the promotion column in your csv with the word “promotion” as the value for that column in the following example, a person has been promoted and given a title and salary change, effective january 1st, 2024 work email date title base comp promotion john smith\@charthop com 1/1/24 senior engineer $150,000 promotion using a custom first column for a people upload charthop prefers work email as the first column in a people upload however, you can use another unique identifier such as payroll system id when using payroll system id as the first column, rename the manager column to manager\ workemail and then add email addresses as normal in the following example, the first column is a paylocity id and the manager's work email appears in the manager\ workemail column paylocityid first name last name job title start date manager\ workemail 12345 john doe customer success manager 1/5/2022 fred smith\@charthop com uploading org changes with different dates to upload multiple org changes with different dates, add them on separate lines of your spreadsheet with different values in the date column in the following example, john smith received a title change on one date, but a salary adjustment on a different date work email date title base john smith\@charthop com 3/15/2022 senior customer success manager john smith\@charthop com 6/15/2022 $100,000 updating name fie lds when you update name fields, take note of the following guidelines to update a person's preferred name, add columns for first name and last name in addition to pref name and pref last to update a person's middle name, add columns for first name and last name in addition to middle name the following table contains an example work email first name last name pref name middle name jane smith\@charthop com jane smith joan john johnson\@charthop com john johnson jeremy updating phone numbers when you update phone numbers, take note of the following guidelines phone defaults to mobile number use contact homephone to update a home number use contact workphone to update a work number importing multi select fields when you import fields with multiple selection options, take note of the following guidelines the charthop field you are uploading to must support multi selection the values in the spreadsheet must be contained within the same cell, and separated by semi colons see the following table for examples on importing multi select fields engineering skillset badges owned pets backend;frontend;mobile diversity;learning;awareness; cat;dog;bird;rabbit;multiple deleting imported jobs you can delete jobs both individually and in bulk to do this, you can upload a spreadsheet containing jobs that should be deleted using their job ids charthop prefers job ids as the first column note that deleting a job will automatically create a backfill unless you add a backfilljob column with a value of no see the following table for an example of deleting a job and with no backfill job id change backfilljob act1015 delete no packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris