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How to upload your organisational chart

Set up your organisation's unit structure in EngageRocket, the first step before uploading your employee list.

Your organisational chart defines the unit hierarchy of your organisation in EngageRocket. It must be set up before you can upload your Employee List, since employees are assigned to units during the upload process. This article walks you through uploading your org chart for the first time.

💡 Before you begin: The org chart must be uploaded before the Employee List. Units need to exist in the system before employees can be assigned to them.

Uploading your organisational chart

  1. Click on the 'Employees' tab on the top navigation bar.
  2. On the left-hand panel, click 'Organisational Chart'.
  3. Click 'Bulk Actions', then select 'Import Units' from the dropdown menu.
  4. Download the template: Click 'Download Template' to get a blank copy. If you already have a pre-populated template, you can skip this step.

Fill in the template with your organisation's unit structure. Each row represents one unit. You will need to fill in the full path from your top-level unit (Level 1) down to the deepest unit level in your structure (e.g. Level 2, Level 3, and so on).

💡 Getting the unit names right: Unit names must be accurate and consistent. Capitalisation, punctuation, and spacing must match exactly what you will use in your Employee List and any future data imports. Mismatched unit names are one of the most common causes of upload errors.

  1. Save the completed file in .xlsx format.
  2. Upload the file by dragging and dropping it onto the import page, or click to browse and select it manually.
  3. Review the uploaded structure carefully. Check that the unit hierarchy — Level 1, Level 2, Level 3, and so on — is structured correctly.
  4. Click 'Confirm Units' if everything looks correct. If the file has errors, click 'Discard Changes and Import a New File' to fix and re-upload.
  5. Once uploaded, check the Organisational Chart view to confirm all units appear as intended.

What to expect after uploading

After a successful upload, your organisational chart will be visible in the Organisational Chart view, showing all units in their correct hierarchy. Each unit will be assigned a unique Unit Code by the system, you will need these codes when editing the chart later or when uploading Unit Heads in bulk.

You can now proceed to upload your Employee List and assign Unit Heads to each unit.

Something not working?
  • My upload fails with a unit structure error — Check that all Level columns are filled in correctly and that parent unit names match child unit references exactly. There should be no blank rows in the middle of your data.
  • Some units are missing from the chart after upload — They may have been in rows with validation errors and were skipped during import. Check the error report and re-upload the corrected rows.
  • I need to add or change units after the initial upload — See Article on How to edit an existing organisational chart.
Still Need Help?

If you are unable to upload your organisational chart after following these steps, Reach out to us at support@engagerocket.co and we'll be happy to assist!