Update your organization history

you can import a csv or spreadsheet file to make changes to historical data such as promotion history, hire and departure history, and performance review history ensure that the data in your file conforms to charthop's formatting requirements to upload historical data to charthop, complete the following steps in the left sidebar, select the admin menu (gear icon), then select import spreadsheet data on the right side of the page, select update org history select download template a csv template downloads to your computer add your data to the csv template, including any optional columns save the template under a new name on the upload your spreadsheet page, drag the template to the target area (optional) to create new groups in your charthop org, select allow spreadsheet to create new groups note that this does not include job codes , or bands , which must be created manually select upload to org for any fields in your spreadsheet that weren’t automatically matched to a charthop field, select a charthop field to match to your spreadsheet column you may need to scroll to see all unmatched fields, which are highlighted in red once all columns are matched, select continue with import to finish importing data (optional) when upload is complete, select view details to see a summary when matching spreadsheet columns with charthop fields, select none of these to skip a column skipped columns are not imported required columns column description example work email employee's work email address; must be the first column joan smith\@charthop com date date in the past when the update would have occurred 10/16/21 example update the following table shows an example update where you change the job title and salary for two employees work email date job title base john smith\@example com 06/05/2017 customer success manager $100,000 wendy carlson\@example com 08/05/2019 engineer $140,000 packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris roles owner | org editor