InsightSquared allows goals to be set for any level of any hierarchy. For most teams, this means your hierarchy will change over time (new employees, existing employees, re-orgs., etc). This document describes how the most common hierarchy changes impact the different hierarchy types.

You can learn more about hierarchy types, and which one you should use, here.

Common Hierarchy Changes:

1) You add a new employee to your hierarchy

When you add a new employee, you may need to make changes to your goals (depending on type).

• CRM Role Hierarchy

  • No action required, the employee will automatically be assigned the goal for their assigned role, and they will automatically show up in the hierarchy at the correct level.

• CRM User/Manager Hierarchy

  • The employee manager ID field must be populated. (This will update the hierarchy picker.)

  • Goals will not automatically be assigned, they must be added for the employee.

• Custom CSV User/Manager Hierarchy

  • The CSV that populates your hierarchy must be updated and the CSV re-uploaded.

  • Goals will not automatically be assigned, they must be added for the employee.

2) You remove an employee from your hierarchy

When you remove an employee, you'll need to make changes to your goals (depending on type).

• CRM Role Hierarchy

  • No action required, the employee will be removed from their assigned role and their attainment should roll up through their manager (requires manager ID to be populated for the employee)

• CRM User/Manager Hierarchy

  • No action required, the employee will be removed from their manager and their attainment should roll up through their manager.

  • If a manager becomes inactive, no action is required to maintain the hierarchy, the direct reports will remain and the hierarchy tree will continue until it shows an active user

• Custom CSV User/Manager Hierarchy

  • The CSV that populates your hierarchy must be updated and the CSV re-uploaded; their attainment should roll up through their manager.

3) An employee changes role out of the hierarchy

• CRM Role Hierarchy

  • The employee will be removed from their assigned role, the attainment will no longer roll-up.

• CRM User/Manager Hierarchy

  • No action required, this hierarchy uses the manager reporting.

• Custom CSV User/Manager Hierarchy

  • No action required, this hierarchy uses the CSV hierarchy.

4) An employee changes role into the hierarchy (this is exactly like a new employee)

• CRM Role Hierarchy

  • No action required, the employee will automatically be assigned the goal for their assigned role and they will automatically show up in the hierarchy at the correct level.

• CRM User/Manager Hierarchy

  • The employee manager ID field must be populated. (This will update the hierarchy picker.)

  • Goals will not automatically be assigned, they must be added for the employee.

• Custom CSV User/Manager Hierarchy

  • The CSV that populates your hierarchy must be updated and the CSV re-uploaded.

  • Goals will not automatically be assigned, they must be added for the employee.

If you run into any issues, please contact support.