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Org Hierarchies Tools (EE)

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Qtip: This page describes functionality available to Engagement projects, but not Lifecycle or Ad Hoc Employee Research 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.

the hierarchy tools dropdown at the top of the org hierarchies tab

This page covers the following options: View Org Hierarchy Action History, Export Participants, Collapse Open Units, and Import/Export/Remove Delegates.

See our pages on Org Hierarchies Export & Import Options and Map Org Hierarchy Units for more information on the other 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.

a before and after image when closing units

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.

Delegated Permissions Bulk Setup

Qtip: This feature is only available for Employee Engagement projects.

Delegated permissions let you assign dashboard permissions for individuals allowed to view data outside of their hierarchy unit. After being added, delegates will appear in their assigned units in the hierarchy.  Delegate responses will not be tied to the unit for reporting purposes, but the inclusion of the delegate position will aid in quickly and dynamically permissioning these employees to see the appropriate dashboard data. After adding delegates, you can assign them dashboard permissions using roles.

Importing Delegates

  1. Before importing delegates, you must have imported participants into your engagement project, and you must have a parent-child hierarchy or level-based hierarchy.
  2. While viewing your hierarchy, click Hierarchy Tools.
    in the org hierarchies section, clicking hierarchy tools and then import delegates
  3. Select Import delegates.
  4. Click CSV Template to download a sample import file. Open this file in a spreadsheet editor on your computer.
    clicking the CSV template download for importing delegates
  5. Populate the file with data corresponding to your delegates. For each delegate you will enter their unique identifier in the Unique Identifier column. Then, add the corresponding hierarchy data in the remaining columns.
    adding the fields for the delegates in our file and saving as a CSV

    Qtip: A parent-child hierarchy will require the use of the Manager ID field and a level-based hierarchy will require use of all the specified levels. If inserting multiple delegates into the same unit or the same delegate for multiple units, specify those actions on separate rows in the file.
    Attention: You may have up to 500 rows per import file. You may have up to 5000 delegates in a hierarchy.
  6. Save the file as a .CSV (UTF-8).
  7. Navigate back to Qualtrics, and click Hierarchy Tools.
    in the org hierarchies section, clicking hierarchy tools and then import delegates
  8. Select Import delegates.
  9. Click Browse and select your import file from your computer.
    clicking browse to select a file and then import
  10. Click Import.

When your import is finished, you can use the Manage Previous Imports option to retrieve an error file if any of your delegates failed to import.

Qtip: After adding delegates, they will appear in your hierarchy. You can edit your delegates to remove them from your hierarchy one-by-one.
in the org hierarchy view, a delegate is visible

After importing your delegates, use roles to assign them dashboard permissions!

Exporting Delegates

You can view delegates in a specific unit by navigating to that unit in the org hierarchies tab. To view all delegates in the hierarchy, you will need to export your delegates.

Qtip: You cannot use the hierarchy search to find delegates.
  1. Click Hierarchy Tools.
    clicking hierarchy tools and then export delegates
  2. Select Export delegates.
  3. Open the exported file on your computer. This file will contain the unique identifier and the associated org hierarchy metadata of every delegate.

Removing Delegates In Bulk

  1. Click Hierarchy Tools.
    in the org hierarchies section, clicking hierarchy tools and then remove delegates
  2. Select Remove delegates.
  3. Click CSV Template to download a sample import file. Open this file in a spreadsheet editor on your computer.
    clicking the CSV template download
  4. Populate the file with data corresponding to your delegates. For each delegate you will enter their unique identifier in the Unique Identifier column. Then, add the corresponding hierarchy data in the remaining columns.
    in the removal file, adding information about the delegates to remove and saving as a CSV

    Qtip: A parent-child hierarchy will require the use of the Manager ID field and a level-based hierarchy will require use of all the specified levels. If inserting multiple delegates into the same unit or the same delegate for multiple units, specify those actions on separate rows in the file.
    Attention: You may have up to 500 rows per import file. You may have up to 5000 delegates in a hierarchy.
  5. Save the file as a .CSV (UTF-8).
  6. Navigate back to Qualtrics, and click Hierarchy Tools.
    in the org hierarchies section, clicking hierarchy tools and then remove delegates
  7. Select Remove delegates.
  8. Click Browse and select your file from your computer.
    clicking browse and then import after selecting the file
  9. Click Import.