How do I set up an Org Hierarchy in Entromy?
The Org Hierarchy tool in Entromy helps you unlock management-level insights by mapping out your team’s structure. Follow these steps to set it up and review common issues you may encounter.
🧭 Step-by-step: Setting up your Org Hierarchy
Navigate to participants page of a selected survey and Click on Create org hierarchy:
Select the survey you want to create the org hirarchy based on, Navigate to participants page and click on Create Org Hierarchty. You’ll see progress steps like:
Select Manager Identifier → Select Organization Leader → Review Data.
Select Manager Identifier
Choose a unique column from your user file that identifies each employee’s manager—ideally Manager email or Manager ID. Avoid using names due to duplicates.
Select Organization Leader
Pick the person at the top of the hierarchy (typically a CEO or Managing Director). The system only lists users without managers.
Tip: Don't see your organization leader in the list? Make sure they do not have a manager assigned in your data and restart the process.
4. Review & Validate Data
The system checks for errors before proceeding. All dropdowns must be completed to continue.
5. Generate Org Hierarchy
Click “Generate hierarchy”. Success is confirmed with a message and an option to download the .XLS file.
5. Fix Any Errors
Inline error correction is available for issues like:
Manager not found
Duplicate managers
Mutually assigned managers
Manager missing info
For each issue, you’ll get:
A description of the error
Suggested fix
A dropdown to select a valid replacement or assign "No manager"
⚠️ Common Errors & Fixes
Error | Description | How to Fix |
Manager not found | Manager in file not listed as an employee | Ensure every manager exists in the employee list |
Duplicate managers | Manager ID appears more than once | Use unique identifiers |
Mutual managers | Employee reports create a loop | Remove circular dependencies |
Missing info | Employees without a manager | Assign a manager or mark as "No manager" |
Note: Unmanaged employees are shown as “uncategorized” and won’t be assigned a level.
📦 File Tips
Read the instructions tab carefully before uploading user file.
Avoid using manager names—always prefer IDs or emails.
📤 Download & Review
After generation, download the file: Download Org Hierarchy XLS
To access previous versions: use Download existing hierarchy
File includes creation date in mm/dd/yyyy format
❓Need Help?
For assistance, reach out to support@entromy.com.