Organizational Chart & Employee List – FAQ
A troubleshooting guide for setting up and managing your organizational chart and employee list
Everything you need to know to set up your organizational chart and employee list with confidence.
We understand that configuring your organization's structure in EngageRocket may come with questions. This guide covers common issues related to uploading and editing your organizational chart, managing unit heads, and maintaining your employee list.
Below you'll find answers to commonly asked questions to help you get your organization set up accurately and efficiently.
Uploading the Organizational Chart
| Questions | Answer |
|---|---|
| I can't find the option to upload my organizational chart. Where do I go? | Navigate to the "Employees" tab on the top navigation bar, then select "Organizational Chart" from the left-hand panel. Click "Bulk Actions" and select "Import Units" to access the upload function. |
| I don't have an org chart template. How do I get one? | On the Import Units page, click "Download Template" to get a fresh copy of the Excel template to fill in. |
| My uploaded org chart looks incorrect after importing. What should I do? | On the review screen, click "Discard Changes and Import a New File" to remove the incorrect upload and re-upload your corrected file. |
| How do I confirm my org chart is correctly set up after uploading? | After uploading, review the unit hierarchy on the review screen (Level 1, Level 2, Level 3, etc.). If everything looks correct, click "Confirm Unit." Then check the Organizational Chart view to confirm all units appear as intended. |
Editing an Existing Organizational Chart
| Questions | Answer |
|---|---|
| How do I add a new unit to my existing org chart? | In the template, fill in the full unit path from the top-level down to the new unit (e.g., L1 > L2 > L3). Leave the Unit Code column blank — this tells the system it is a new unit. |
| How do I remove an existing unit? | Refer to the List of Unit Codes tab in the template to find the unit's code. Enter the Unit Code in Column A and leave all unit name columns blank, then re-upload the file. |
| How do I rename an existing unit? | Locate the Unit Code from the List of Unit Codes tab. Enter the Unit Code in Column A and update the unit name in the corresponding column. If renaming a parent unit, make sure all child units under it are also included in the file to preserve the hierarchy. |
| I accidentally modified a parent unit and the hierarchy is broken. What should I do? | Always include all child units when modifying a parent unit. Re-upload the corrected file with the full hierarchy included. If you're unsure, double-check the file for completeness before importing. |
Managing Unit Heads
| Questions | Answer |
|---|---|
| How do I assign unit heads to their respective units? | Go to "Employees" > "Organizational Chart" > "Bulk Actions" > "Import Unit Heads." Download the template, fill in the Unit Code and the email address(es) of the unit head(s), then upload the completed file. |
| The unit head I want to assign doesn't appear in the system. What should I do? | Unit heads must first be invited to the EngageRocket platform before they can be assigned. Use the "Invite Unit Heads" button on the Import Unit Heads page to send them an invitation. |
| How do I add or remove a unit head directly from the org chart? | Click on the unit head count (e.g., "1 Unit Head") on a unit's card in the Organizational Chart. This opens the Unit Head Drawer where you can add a new unit head or click the remove icon to unassign one. |
| I can't edit unit heads from the drawer during an import review. Is this a bug? | No, this is by design. The Unit Head Drawer is view-only during the import review step. You can only add or remove unit heads from the drawer when accessing it from the main Organizational Chart tab. |
Uploading & Editing the Employee List
| Questions | Answer |
|---|---|
| Where do I upload the employee list? | Click on the "Employees" tab, select "Employee List" from the left-hand panel, then click the "Import" button at the top right of the page. |
| My employee list upload keeps failing. What should I check? | Ensure you are not modifying or deleting columns A to G in the template. Full name and email address or unique employee ID are required for every entry. Date fields must follow the DD/MM/YYYY format. |
| Can I add custom fields like Job Family or Job Grade to the employee list? | Yes. You may add custom attributes in columns after column G. Do not modify or remove columns A to G when doing so. |
| What is the difference between "Merge List" and "Replace Entire List"? | Merge List adds new employees or updates existing attributes without removing any current entries. Replace Entire List completely overwrites the existing data — only employees in the newly uploaded file will remain in the system. Use Replace with caution. |
| I only want to update a few employee records. Which function should I use? | Use the Merge List function. It allows you to update attributes or add new employees without affecting any existing entries that are not included in your upload. |
| I used "Replace Entire List" but some employees are now missing. What happened? | Replace Entire List removes all existing records and replaces them with the uploaded file. Ensure your file contains the complete and final employee dataset before using this function. |
Still having trouble? Our support team is here to help. Email us at support@engagerocket.co or reach out directly to your dedicated Customer Success Manager for personalised assistance.