How to Implement an Organisation Restructure in Teamgage

How to Implement an Organisation Restructure in Teamgage

Organisations naturally evolve over time. Teams are renamed, departments merge, reporting lines change and entirely new business units are created.

Teamgage is designed to support organisational restructures while preserving reporting history wherever possible. Whether you're restructuring a team of 50 employees or an organisation of 5,000+, our team can help ensure the transition is smooth and that your reporting remains meaningful.

Before You Begin

A restructure often involves decisions about:
  1. Renaming teams
  2. Moving teams within the hierarchy
  3. Creating new teams
  4. Removing inactive teams
  5. Updating manager access
  6. Preserving or resetting reporting history
Info
If you're unsure about the best approach, we recommend contacting support@teamgage.com before making changes.
Our team can provide guidance on how different structural changes will impact reporting and historical data.

The Restructure Process

There are four simple steps:
  1. Export your current organisational structure
  2. Update the structure to reflect your new organisation design
  3. Upload the revised file to Teamgage
  4. Review and approve the updated hierarchy before it goes live
At any point during the process, our Support Team is available to help.

Step 1: Export Your Current Structure

Begin by downloading your existing users and teams from Teamgage. This provides a complete view of your current organisational hierarchy and allows you to make changes using your existing structure as a starting point.
For more information, see How to Export the Teams & User List.

Step 2: Update Your Organisational Structure

Using the exported file, make the necessary changes to reflect your new organisational design.
Common updates include:
  1. Renaming teams
  2. Moving teams under different parent teams
  3. Creating new teams
  4. Removing teams that no longer exist
  5. Updating managers and reporting relationships
  6. Moving employees between teams
When planning changes, consider whether you want reporting history to remain attached to existing teams or whether new teams should start with a clean reporting history.
For guidance on specific changes, refer to Managing People Data & Team Hierarchy in Teamgage

Step 3: Upload the Updated File

Once your changes are complete:
  1. Log into the Teamgage portal
  2. Go to Advanced > Files
  3. Click New and upload your file
  4. Click Save
For security reasons, Teamgage does not accept people data files via email. All uploads must be completed through the Teamgage Portal or an approved SFTP process.

Step 4: Review and Confirm

After your file is uploaded, the Teamgage team will:
  1. Validate the data
  2. Review any structural changes
  3. Update any required import rules
  4. Generate an Import Preview (where applicable)
The Import Preview allows you to verify:
  1. Team structures
  2. Team memberships
  3. Manager assignments
  4. Reporting relationships
Once approved, Teamgage will apply the new structure.

Preserving Historical Reporting

One of the most important considerations during a restructure is how historical reporting should be handled.
In general:
  1. Renaming a team preserves its history
  2. Moving a team preserves its history
  3. Creating a new team creates a new reporting history
If maintaining historical trends is important, we recommend discussing your planned changes with Teamgage before uploading your file.

Need Help?

Organisation restructures can vary significantly in complexity. If you're planning a large-scale change, our Support Team can help you determine the best approach before any updates are made.
Contact support@teamgage.com and we'll work with you to ensure your Teamgage hierarchy accurately reflects your new organisational structure while preserving the reporting data that matters most.
  1. How to Export the Teams & Users List

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