Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM

Org Hierarchies Tools (EE)

What's on This Page:


Was this helpful?


The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


Qtip: This page describes functionality available to Engagement projects, but not Lifecycle or General Feedback projects. For more details on each, see Types of Employee Experience Projects.

About Org Hierarchies Tools

Once you have generated your hierarchy, you will have access to a Hierarchy Tools menu containing several features to help you navigate and manage your newly made hierarchy.

In the Org Hierarchies section, the Hierarchy Tools button is clicked, revealing several options

This page covers the first three options: View Org Hierarchy Action History, Export Participants, and Collapse Open Units.

See our pages on Org Hierarchies Export & Import Options and Map Org Hierarchy Units for more information on the last five options in the Hierarchy Tools menu.

View Org Hierarchy Action History

The View Org Hierarchy Action History will show every action taken on the hierarchy inside the platform, including when it was uploaded and what changes were made to it.

In the Org Hierarchy Action History, a date filter appears above a list of actions performed and the dates they were performed

In the image above, a participant in the hierarchy was made manager.

You can also restrict your history by a Start Date and End Date.

Export Participants

The Export Participants option will download a CSV of the participants and metadata relevant to the hierarchy to your computer.
A CSV of participant info
For example, you may have saved your participants’ gender, age, and hiring date as metadata, but if you built a Parent-Child hierarchy, this option will only download each participants’ EmployeeID, ManagerID, and UnitName (the name of the unit the participant belongs to), because that’s the only metadata relevant to the hierarchy.

Collapse Open Units

If you select Collapse Open Units, then the units you have open will close up.

Image showing what the hierarchy looks like when units are in their default state and when they're collapsed

This option is useful if you have a large hierarchy you’ve been looking through, and you want to simplify what you’re looking at to find something located elsewhere in the hierarchy.

Export Units & Import Units

You can export a CSV of your hierarchy units and then make certain changes that you can then import. See the Export Units and Import Units support pages for more details.

Import Anonymous Responses

You can import responses into your project that are not connected to any specific participant. To learn more, see the Import Anonymous Responses support page.

Manage Previous Imports

If you have imported anonymous responses, you can view a history of these downloads, and even retrieve files. See the Manage Previous Imports support page for more details.

Map Org Hierarchy Units

After you’ve built your hierarchy, you may want to make sure it aligns with one you’ve built from a previous year. The ability to Map Org Hierarchy Units is useful because it allows you to dynamically display historical data in your dashboards. To learn more, see the Map Org Hierarchy Units support page.