Directory Template
One Row per Person
For a company without a clean HR export. If the HR system can export its directory, open that file as it is: the Org Chart matches its columns by name.
Columns
| Column | Need | What Goes In It | Example |
|---|---|---|---|
| Employee ID | Required | A unique ID per row. An open role can use its requisition number. | E103, REQ-1 |
| Name | Required | Full name as it should print. Blank for an open role. | Diego Marin |
| Title | Required | Job title. | Engineering Manager |
| Manager ID | Required | The manager's Employee ID. Blank only for the person at the top. | E102 |
| Department | Recommended | Drives the Department view and department colors. | Engineering |
| Level | Recommended | A level code from the table below. Drives the Level filter. | M3 |
| Recommended | Work email. Photos can be matched by it. | [email protected] | |
| City, State | Recommended | Work location. The city prints on each card. | Seattle, WA |
| Start Date | Optional | YYYY-MM-DD. Cards can show "Since 2022". | 2022-01-10 |
| Display Title | Optional | A shorter title for the chart only. The HR title stays as it is. | VP Engineering |
| Dotted-Line Manager | Optional | The Employee ID of a second manager. Draws a dotted line. | E102 |
| Hide | Optional | Yes to leave someone off the chart, such as a contractor or board observer. | Yes |
| Open Role | Optional | Yes for a planned hire. Fill in Title and Manager ID, and leave Name blank. | Yes |
Levels
Four tracks, from the Ranger job architecture. Each code also sets which Level filter a person appears in.
Executive
E1 VP · E2 SVP · E3 EVP · E4 C-Suite · E5 Executive 5
Executives and Above
Management
M1 Supervisor · M2 Sr Supv · M3 Manager · M4 Sr Mgr · M5 Director · M6 Sr Director
M5 and M6: Directors and Above. M1 to M4: Managers and Above
Individual Contributor
P1 Associate · P2 Mid · P3 Senior · P4 Lead · P5 Principal · P6 Architect
All Company
Support
S1 Entry Support · S2 Intermediate Support · S3 Senior Support · S4 Highly Skilled Support · S5 Support Specialist
All Company
Other level systems work too. Without these codes, the Level filter reads words like Director or Vice President, then job titles.
Before Opening the File
- Every Manager ID matches someone's Employee ID. A mismatch is flagged when the file opens.
- One person has a blank Manager ID. If several do, they sit side by side at the top.
- Save as CSV UTF-8. In Excel: File, Save As, CSV UTF-8. In Google Sheets: File, Download, CSV.
- Photos are optional. One image per person, named by Employee ID, email or full name (E103.jpg). Add the folder under Cards, Photos.