Getting Started
Whilst the org chart is a simple visual representation of your company structure, in order to build one within Worknice, a surprising amount of data is required. Often this data is not all in one place, so this guide is aimed at answering the most common questions we receive.
The actual importing of org chart data is done by your Worknice implementation team but we do require you to fill-out and send us the org chart import template.
Make a copy of the org chart template here (File and Make a copy)
https://docs.google.com/spreadsheets/d/1bOL7H3XfsbgAweoNvmLjX2a8QJLIyGESwqRGY9ponbM/edit?usp=sharing
Prefer downloading a CSV?
Import template explained
The following columns are required in order to import your org chart.
| Column Name | Required | Description | Sample |
|---|---|---|---|
| employee_code | Required | A unique code required for every employee. If you do not currently have employee codes, you can created them in the import sheet. | E0375 |
| display_name | Required | First and Last name of the employee. | Sally Smith |
| Required | We recommend using the primary email used in your payroll system. Worknice supports multiple emails & logins which can be added later. | sallysmith@yourorg.com.au | |
| position_code | Required | A unique code for every position in the organisation. We require a unique code for every position held (i.e. even though you have multiple people who hold the same position title, we require a unique position code for every person) | P0873 |
| title | Required | The title of the position. | Support Worker |
| location | Optional | Physical location/office of the employee | Sydney HQ |
| manager_position_code | Required | The position code of the manager of this position. Please positions can only have 1 manager. If you require multiple managers please discuss with your Worknice implementation manager. | P0856 |
| start_date | Required | The date they started in this position. Please ensure dates are in the following format YYYY-MM-DD. | 2021-06-01 |
| end_date | Optional | The date the role may be ending (fixed contracts etc). | 2021-06-01 |
| pay_period | *Optional | Please enter either | year |
| pay_rate | *Optional | The salary or hourly rate of the person. | 100000 |
| employment_basis | *Optional | The employment basis of the person. Please note it must be one of the following supported fields; | full_time |
*Please note if you do not wish to store any pay details in Worknice, leave all of these fields blank. If you do wish to store pay details, you must enter ALL three fields.
📤 Send your org chart import file to your account manager for import
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.