How to implement an organisation restructure in Teamgage
Organisations often go through large-scale structural changes as your business evolves. We can help you to maintain the results data so that you can track a team throughout these times of change. Whether you're 50 people or 5000 people we can help you to make these organisation hierarchy changes in the platform.
There are 4 simple steps
- Download the current structure from the platform
- Make necessary changes to the organisation structure
- Upload the changed file into the Teamgage Portal
- Teamgage will create your structure
At any point along the way if any questions arise send an email to support@teamgage.com
1. How to download your current structure
You can export your current structure in the platform via both the user and teams export. For more information please see Understanding the People Data & Team Hierarchy template.
2. How to make changes to your organisation's hierarchy
Edit the export file to remove, rename and restructure your teams. For more information please see Updating your People Data & Team Hierarchy. Please reach out to support@teamgage.com if you have any questions before you get started.
3. How to upload the file?
Once you've made the necessary changes to your organisation hierarchy file, simply upload it in the Teamgage Portal. We take data privacy & security very seriously - we'll never share this data over email. Learn how to securely upload data in Portal here.
4. What's next?
We'll consult you if any clarification is required, and then we'll create new rules in our data converter to translate your new structure into a format for the platform. Next we will run an import preview for you to verify the accuracy of the team structure and team memberships. Learn about the Import Preview here.
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If you have any questions about using the template contact support@teamgage.com.
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