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How Employee Data Affects Organization Structure
How Employee Data Affects Organization Structure

Guidance on how edits to your employee data can affect your Organization Structure

Jessie Walsh avatar
Written by Jessie Walsh
Updated this week

What can I learn from this page?

How edits to your employee data can affect your Organization Structure

Who is this guide for?

Account Admin

Overview

In this article, we'll explain how importing or editing employee data can affect your Organization Structure (Org Structure). In the Organization Structure Builder (Org Builder), our philosophy is "easy to create but hard to break." This means you can easily make changes to your Org Structure, but deliberate actions must be taken to ensure that major changes are made with caution. This includes receiving warnings before making any major changes. This way, mistakes made during the import process won't disrupt your established Organization Structure.


Your Organization Structure

To see your current Org Structure in the platform, go to Settings and select Organization Structure under the Account menu. Check out our Organization Structure support guide for instructions on building your structure.

๐Ÿ”‘ Glossary

  • Imports: Bulk data coming from an external source, like SFTP, HRIS, or manual imports.

  • Demographic: A category or column name in an import file. It holds a group of values that belong together. For example, "Department".

  • Demographic Value: An entry in a column of an import. On the Culture Amp Account demographics page, we refer to Demographic Values as Demographic Options. For example, "Customer Success".

  • Organization Structure (Org Structure): The overall demographic level layout of your organization on the Organization Structure page. This structure helps classify and align goals (new) across different demographic groups.

  • Organizational Unit Type (Org Unit Type): Named after the selected demographic (e.g., Department), this represents a demographic in your Org Structure. It can appear multiple times in the Org Structure but only once in any branch.

  • Organizational Units (Org Units): These are demographic values in your Org Structure. They appear in the Org Structure only if there are matching employees. They are named after the demographic values of the selected demographic (e.g., Customer Success).


FAQs

โ€‹Here's how to manage common scenarios when it comes to the impact of employee data on organization structure.

I changed a demographic value in my employee data file..., like "HR" to "Human Resources," but I want everything else, like role permissions, to stay the same. What should I do?

Unfortunately, this won't work as expected. The platform will treat "Human Resources" as a new seperate demographic value and a new Org Unit in your Org Structure. To fix this, you need to:

  1. Access your Culture Amp Settings and click on the Account Demographics page.

  2. Click the pencil icon next to the Demographic you want to edit, for example "Department".

  3. In the pop up, go to the Demographic Options tab to edit the demographic values.

  4. Change "HR" to "Human Resources."

  5. Click Update to save.

  6. This tweak will trigger updates across all connected parts of the platform, including the Organization Structure, which will now show the new name "Human Resources".

  7. For future imports, make sure your employee data matches this new demographic value.

I intentionally changed one of my demographic values, like "HR" to "Human Resources," in my import and want it to be treated as a completely separate value. Is this the right way to do it?

Yes! When you make this change, the platform treats "Human Resources" as a new demographic value. The Org Structure then builds new Org Units based on this new value, as long as you have employees assigned to it.

I intentionally deleted a team demographic value, like Team > Engineering, from my import to remove all associated references (including role permissions) from the platform. Will this work?

Unfortunately not. You can't delete a demographic value through an employee data import. An Account Admin can delete demographic values from the Account Demographics page however. Here's how:

  1. Go to Settings in Culture Amp and click on the Account Demographics page.

  2. Click the pencil icon next to the demographic you want to edit, for example "Team".

  3. In the pop-up, go to the Demographic Options tab.

  4. Click the trash can icon next to "Engineering" to delete it.

  5. Click Update to save.

I accidentally removed a demographic value like "Team > Engineering" from an import. How do I fix it and restore the previous settings (including role permissions)?

If the overall "Team" demographic was in the import file, then the employees you removed from "Engineering" will be taken out from that Org Unit, but the overall "Team" Org Unit Type will remain.

To fix this, go to your employee data file and find the "Team" demographic. Update the data and assign the relevant employees back into the "Engineering" Team. Once you've done that, upload your updated employee data. That should restore everything to how it was before!

How do we merge two teams, like "Team > Operations" and "Team > Sales Operations," into one existing team?

To merge these teams, there are two options:

  1. Update demographic values individually in the platform for each team member:

    • Go to Settings > Users.

    • Click into each user profile.

    • Under the "Team" demographic drop-down, change the demographic value for the team members moving to the new team.

    • Save to update. Follow our Add or update users individually guide for more info.

  2. Update demographic values in the employee data file:

    • In your employee data file, update the demographic values for each team member moving to the new team under the "Team" demographic.

    • Save and import the updated file. See our import employee data guide for more details.

How can we merge two teams, like "Team > Operations" and "Team > Sales Operations," into a NEW team, such as "Team > Business Operations"?

  1. In your employee data file, update the demographic values for each team member moving to the new team under the "Team" demographic. In this example, the Team would be updated to "Business Operations".

  2. Save the changes and import the updated file.

What happens if a team moves to a different department within your Org Structure?

When a team relocates to a different department, here's what occurs:

  1. Updating Department Data:

    • The department demographic value for team members is updated. For example, if the team shifts from Marketing to Sales, their department designation changes accordingly.

  2. New Org Unit Creation:

    • A new organizational unit (Org Unit) is formed on the Organization Structure page to represent the team in the new department. For instance, if the team moves to the Sales department, a new Org Unit for Sales is established.

  3. Previous Org Unit Adjustment:

    • The previous OrgUnit, where the team was initially located (e.g., Marketing), will have zero members following the move. This ensures that the organization's structure accurately reflects team distributions across different departments.

I accidentally deleted the Org Unit Type level from the Org Structure page. Can it be recovered?

If you accidentally removed the Org Unit Type level from the Org Structure page, don't worry! Here's what you can do:

When you choose the Remove [Demographic name] level option from the Organization page, it removes all levels, including the overall Org Unit Type. However, you can recover it by submitting a support ticket to "undelete" the Org Unit Type and its associated Org Units. Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist and we can adjust the default setting.

What happens if I delete a Demographic Value used in the Org Structure such as Department > Human Resources from the Account Demographics page?

Unfortunately this value will be removed from your Org Structure. To fix this, go to your employee data file and find the "Department" demographic. Update the data and assign the relevant employees back into the "Human Resources" Department. Once you've done that, upload your updated employee data. That should restore everything to how it was before!


๐Ÿ’ฌ Need further help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.


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