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Create a Non-Manager Hierarchy

Organizations often want to define a hierarchical structure outside of a "Manager" hierarchy, such as one based on Location, Business Unit, or even both.  This hierarchy can then be used as a filter when viewing survey results, and can also be used when assigning Manager access such as giving a Manager access to view results for a specific City and Business Unit within your hierarchy.

Create Your Hierarchy via the Employee File Uploader

To create your hierarchy start by uploading your Employee File with the demographics you want to use to build the hierarchy as columns in the file.  (e.g.  If you are creating a Location based hierarchy you'll want to make sure you have the corresponding demographic fields such as Region, Country, City, Function, etc.)

To upload your Employee File browse to the "Employees" tab and click the "Upload new list" button:

 

Once you've completed a few steps in the process such as identifying your Email, Name, and PIN columns, you'll come to a screen asking you to select the columns to include in the hierarchy starting with the highest level.  This is where you will define your hierarchy structure by clicking on the demographics that you want to include in your hierarchy.  

Start by giving your hierarchy a name, then proceed to clicking the highest level (in the example below we're creating a hierarchy based on location, then Function, so the highest level would be "Region").  You'll see that the Region demographic will be updated to show a "1" indicating that it is the highest level in the hierarchy.  Continue by clicking the additional demographics you want to include in the order in which they should fall in the hierarchy structure (NOTE: Once a demographic is clicked you can click it again to deselect it).

 

Once you've defined your hierarchy click the "Next" button in the top-right of the Employee Uploader wizard and proceed to complete the remaining steps.

Once done, you can view your hierarchy by clicking the "Hierarchy" tab on the "Employees" page. (NOTE:  If you've created a Manager Hierarchy along with your Non-Manager hierarchy, the Manager Hierarchy will be shown in the Hierarchy Navigator by default.  You can view your Non-Manager Hierarchy by scrolling to the bottom of the page and clicking the "View" button next to your hierarchy name.

 

You should now be able to view and browse your hierarchy.

 

 

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