Inviting Unit Heads: Equipping Leaders with Key Insights
Bringing your leaders into EngageRocket is simple. Once assigned as Unit Heads, they gain access to dashboards and participation data for their respective teams, ensuring transparency and accountability across the organization.
1. How to Import your Unit Head
Navigate to the Employees Section
Go to the Employees tab from the top navigation bar. On the left panel, select Organizational Chart, then click Bulk Actions followed by Import Unit Heads.
Download and Populate the Template
⚠️ Important: A manager must first be invited as a user on EngageRocket before being assigned as a Unit Head. If they are not yet on the platform, use the Invite Unit Heads button to send them an invitation.
Download the provided Excel template. Once downloaded, refer to the 'Instruction to add unit heads' sheet as a reference and complete the required fields:
- Unit Code: Enter the unique code for each unit in the All unit heads sheet. This step is critical, as it ensures the Unit Head is linked to the correct team. You can find the full list of unit codes in the List of unit code sheet.
- Email Address: Add the email address of the Unit Head(s) in the same row. If you need to assign multiple Unit Heads to a single unit, enter each additional email address in sequence in the next available column.
Upload the Completed Template
Once you’ve completed the template, upload the file back into the system from the same import page.
- A confirmation message will appear to indicate whether the upload was successful or if there are errors that need to be corrected in your template.
- If the upload is successful, you will be prompted to click Review the Organizational Chart. From there, you can choose to Discard and import a new file if you need to make further edits, or Confirm the initial file you have uploaded.
2. Managing Unit Heads: Keeping Leadership Aligned
EngageRocket makes it easy to keep your leadership assignments up to date. With the Unit Head Drawer, a convenient slide-out panel on the Organizational Chart, you can quickly add, review, or remove Unit Heads as your structure evolves.
To manage your Unit Heads:
- On each unit’s card in the Organizational Chart, you’ll see a Unit Head count (e.g., “1 Unit Head”). Click this to open the drawer on the right-hand side.
- Add a Unit Head: Assign a new leader to ensure every team has the guidance they need.
Remove a Unit Head: If a leader’s role changes, simply click the remove icon to unassign them.
💡 Pro Tip: You can only edit Unit Heads from the main Organizational Chart tab. If you’re viewing the chart as part of the “Review” step during an import, the drawer will be in view-only mode.
3. Bulk Delete Unit Head
Navigate to the Organizational Chart page and click the Bulk Actions button on the top right. From the dropdown list, select Bulk Delete Unit Head to remove multiple assignments at once.
If you have any questions or need further assistance, feel free to reach out to us at support@engagerocket.co We're here to help!