You can now designate dotted line relationships in your import file. Following the instructions below will automatically create a dotted line relationship for any employee(s) indicated in your data file. You can create an unlimited number of dotted relationships for any given employee.

Formatting your file to include dotted line relationships:

1. Create an additional column in your standard CSV data import file named "Dotted Line Relationship".

2. Use this column to list the unique identifier(s) for the manager(s) each employee should have a dotted relationship to. Important: You must use the same type of identifier that is used in the Reports To column. (For example, if your Reports To column lists the manager’s Employee ID, your Dotted Line Relationship column will need to use the Employee ID as well.)

3. If an employee has more than one dotted line relationship, simply use a comma to separate the unique identifiers for each dotted line manager. Depending on the unique identifier, the input in this column may look like ‘27831, 27843’ or ‘manager1@test.com, manager2@test.com’.

Please note that during the import, the system will create each dotted line position using the same information as the employee’s primary position (same title, etc). At this time there is not a way to import different position data (like unique titles) for each dotted line relationship. You can, however, change titles for each dotted line position manually through the user interface.

When you import an updated file in the future, the system will update the org chart based upon the data in the most recent import. For example, if a person had two dotted line relationships on the org chart previously, but the new file only specifies one, we will remove the position that is no longer specified on the file.

Please reach out to support@builtforteams.com if you have any additional questions.

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