Manage the Organizational Structure With an Excel File

Administrators can set up or organize the ac academy hierarchy using an Excel file.

Navigation: UKG Pro Learning > Admin > Members > Set Up Organization > Units

1. Download the template that will be used to set up or modify your organizational structure. Select the Download template icon. Once downloaded, check that the Excel template consists of seven different sheets or tabs.
   1. Create Unit: Add the name of a unit you want to create.
      Important:
      Be careful to not use the same Unit name more than once. Add a distinguishing delineator to help you determine which Unit is which. For example, Operations - SF, and Operations - LA.
   2. Create Above Unit: Add the names and types of the above units you want to create.
   3. Delete Unit: Add the names of the units that you want to be deleted. They should already exist in your academy's hierarchy. To make it easier, download your existing hierarchy using the Excel button under the template buttons.
      If you have two or more Units with the same name in your Academy, this will not delete any of them. You will need to manually delete them.
   4. Delete Above Unit: Add the names and the types of the above units that you want to be deleted. It should already exist in your academy's hierarchy. To make it easier, download your existing hierarchy using the Excel button under the template buttons.
      If you have two or more above units with the same name in your academy, this will not delete any of them. You will need to manually delete them.
   5. Rename Unit: Add the existing names of the units and their replacement names. To make it easier, download your existing hierarchy using the Excel button under the template buttons.
      If you have two or more units with the same name in your academy, this will not rename any of them. You will need to manually rename them.
   6. Rename Above Unit: Add the names and types of the above units that already exist in your academy's hierarchy and their replacement names. To make it easier, download your existing hierarchy using the Excel button under the template buttons.
      If you have two or more above units with the same name in your academy, this will not rename any of them. You will need to manually rename them.
   7. Relations: Add the names of the units and the names and types of the above units with which the units should be connected.
      When adjusting relations between above units and units, we recommend selecting the Excel button below the template option. This will give you a view and naming of all your units and their already existing connections. When connecting via this column, the exact unit name needs to be used, and this is a good way to prevent frustration.
2. Once the Excel file is ready, Save it.
3. Select Upload Template to upload it into your academy.