Here's a quick video:
To import an existing member list to a Roster, the file must be in a CSV format.
Note: A CSV file is a comma-separated values text file (.csv) created using MS Excel. The file extension is .csv, can only contain a single sheet and cannot have cell, column, row styling or formulas.
- To create a Hierarchical Org Chart, the Excel / CSV file must contain these columns (in any order):
. First Name
. Last Name
2. Create a Boss ID column that outlines reporting relationships based on IDs.
3. Leave the Boss ID for the topmost role (i.e. CEO) blank.
- Ensure that the file contains the following columns: ID, First Name, Last Name, and when you use these columns shown above, Organimi automatically creates the org chart structure
- Ensure that row 1 (the top row) consist of column headings
- Place the top role (i.e. CEO or President) in row 2 directly below the column headings. Notice that the first cell under the heading Boss ID is intentionally left blank
- Ensure you include a column for the email address, as this is used as an identifier, and is important if you wish to re-upload the CSV file again to update your roster information (and chart
- Avoid having blank rows between names.
- Separate multiple role IDs in the Dottedids column with a colon
A sample CSV file with ID and Boss ID columns.
4. Open your spreadsheet in Excel.
5. To import custom tag fields, label a column with a heading corresponding to the name of the tag
fields, e.g. Skills, then in the cells below the column heading, enter the individual skill options
separated by a colon, e.g. HR:CGA:Leader.
6. When individuals have a dotted line reporting relationship to someone, include a column with the
heading DottedIDs and enter the associated role id.
7. Click File > Save As.
8. Type a file name, then select CSV from the Save as type drop-down.
Depending on the version of Excel you are using, a message appears:
"Any formatting in the workbook will be removed", or "Some features may be lost".
9. Click Continue.
Here's a quick video:
Now that you've created your Excel or CSV file, to learn how to Import the CSV file see, Importing An Employee Roster.